Here’s how to discuss health care costs in retirement
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Medicare BackOffice

Quarterly Partner eNewsletter

Q3 2019

 
The Medicare BackOffice Process: How We Take Care of Your Clients
 FROM THE TOP 

How to Talk Medicare With Clients

Do you wonder how to talk to clients about health care costs in retirement? Help is here. We’ll guide you to identify natural opportunities to bring up Medicare, what to say and how to connect clients to the help they need

Learn more

 

Dates To Know


Jan. 1 – March 31
General Enrollment Period
When someone who did not enroll in Medicare Part B during his or her initial enrollment period gets another chance to sign up. But, he or she may have to pay a late enrollment penalty.

Jan. 1 – March 31
Open Enrollment Period (OEP) for MA or MA-PD
When existing Medicare Advantage and/or MA-PD members can switch from one MA plan to another, or disenroll from MA and go back to Original Medicare with the option of adding a stand-alone Part D plan.

April 1 – Oct. 14
"Lock-in Period"
When most Medicare beneficiaries are unable to change their underlying Medicare coverage, unless they have a Special Election Period.

Oct. 15 – Dec. 7
Open Enrollment Period for Medicare Advantage and Medicare Part D Prescription Drug Coverage
Open to anyone in the Medicare program, this is when you can:
  • Change to a Medicare Advantage (MA) plan or a Medicare Advantage plus Part D (MA-PD) plan from Original Medicare
  • Change from an MA or MA-PD plan to Original Medicare
  • Change one MA plan or MA-PD plan to another MA or MA-PD plan
  • Enroll in a Part D plan
  • Change from one Part D plan to another

How Medicare Smart Are You?

How Medicare Smart Are You?

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Here’s Why Middle-Aged Workers Need to Worry About Healthcare in Retirement Here’s Why Middle-Aged Workers Need to Worry About Healthcare in Retirement
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