(client relationship summary)
ANNUAL ENROLLMENT PERIOD (AEP)
October 15th – December 7th (Add, drop or change your Medicare coverage.)
What you have on December 7th will begin on January 1st of the next year.
MEDICARE ADVANTAGE OPEN ENROLLMENT PERIOD (MA OEP)
January 1st – March 31st
During this enrollment period Medicare Advantage plan members have a one-time opportunity to disenroll from their current plan and change to a different Medicare Advantage plan.
READY TO ENROLL INTO MEDICARE?
SPECIAL ENROLLMENT PERIOD (SEP)
Certain life events can trigger a special enrollment period from Medicare. You may qualify for an SEP if you:
- Move out of the plan’s service area
- Qualify for Extra Help
- Lose your employer coverage (voluntarily and involuntarily)
- Have been diagnosed with certain qualifying disabilities or other chronic conditions
It’s important to remember that plans are subject to change year-over-year. The plan that you’ve chosen doesn’t necessarily have to be a long-term commitment but form most people, once the enrollment window closes you’ll have to stay on the plan for the rest of the calendar year
Heartfelt Financial Solutions, LLC is a non-government resource. Heartfelt Financial Solutions, LLC is not associated with or endorsed by Medicare (www.medicare.gov), the Centers for Medicare & Medicaid Services (CMS), the Department of Health and Human Services (DHHS) or any government agency.
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Heartfelt Financial Solutions, LLC and Robin Depies offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Redwood are available at http://www.Redwood.com. Additional information pertaining to Robin Depies and/or Redwood’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov. To see full disclosure click here
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.”