
Medicare Enrollment

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.
Phone: 719-761-1802
E-Mail: [email protected]
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Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through AVP & Crump. Securities transactions for Horter Investment Management clients are placed through AXOS Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.