For a Medicare review
Your Medicare card, a list of your current doctors, and your prescription bottles or a written list with the doses. Your ZIP code sets your plan menu, so have that exact.
Contact
Talk to a licensed broker, not a call center
Call, send an email, or book a time. Michael is based in Pembroke Pines and meets clients throughout Broward County by appointment. Tell him what you are trying to sort out and he will tell you whether he can help.
Before the call
What to have handy
A little preparation turns a vague conversation into a real comparison.
For individual or ACA coverage
Household size, everyone's ages, and your best estimate of household income for the coverage year. Subsidies run on projected income, not last year's tax return.
For life insurance or annuities
A rough sense of what you are trying to protect or fund, and whether you have a health condition that might affect underwriting. That is enough to start.
For long-term care
Nothing but your questions. The first conversation is about whether it fits your situation at all, and health questions come later.
Call now, or pick a time that suits you.
Say what you are trying to sort out and you will know where you stand by the end of the call.
Rather just talk it through? Call Michael Cuevas at 561-234-8810.