2027 Annual Enrollment & Client Review Center
Everything you need to prepare for this year's Medicare Annual Enrollment Period.
On This Page
What You Need to Know This Review Season
Annual Enrollment Period is quickly approaching, and there are some important changes to this year's review process. Please take a few minutes to review the information on this page so you know what to expect.
During Annual Enrollment Period, you can:
- Change your Prescription Drug Plan (Part D)
- Change your Medicare Advantage Plan (Part C)
- Switch between Traditional Medicare (Medicare Supplement + Part D) and Medicare Advantage
Any plan changes made during Annual Enrollment Period become effective January 1, 2027.
Medicare Advantage Reviews (Part C)
If you currently have a Medicare Advantage Plan through our office, watch for the review request information beginning October 1st.
Beginning October 1st, this page will include a link for submitting your current prescription and doctor information, along with a short video showing you how to complete the review request.
If you currently have a Medicare Advantage Plan through our office, you can now submit your information for your 2027 plan review.
Before submitting your request, we recommend watching the short instructional video below. It will walk you through how to complete the review request and what information you will need.
Medicare Advantage review requests must be submitted no later than November 30th. Review requests will not be accepted after this date.
- Submit your prescription and doctor information using the Review Request button above.
- Our office will review the information you submitted.
- We will email or text you to schedule your phone review.
The deadline to submit a Medicare Advantage review request was November 30th. We are no longer accepting new review requests for this Annual Enrollment Period.
You can still watch the instructional video below if you would like to learn more about our Medicare Advantage review process.
Prescription Drug Plans (Part D)
This year, many insurance companies are no longer allowing agents to assist with their prescription drug plans. Because of this, we will no longer be able to provide individual Part D quotes or plan recommendations as we have in the past.
This was a very difficult decision. We explored every option, but without agent access and support from many of these companies, we do not have the resources needed to confidently determine the best prescription plan for each client.
We are not leaving you on your own.
We have put together several resources to help you review and choose your Part D coverage:
- Educational webinars explaining how to compare plans
- Recordings you can watch at your convenience
- Weekly Part D Q&A webinars where you can ask questions and get help with the process
- Step-by-step "How To" documents
We will continue to personally review and assist with your other Medicare coverage as usual.
Medicare Supplement (Medigap) Reviews
If you currently have a Medicare Supplement (Medigap) policy, your review process is different from Medicare Advantage and Prescription Drug Plan reviews.
Indiana's New Medicare Supplement Birthday Rule
As we've shared throughout the year, Indiana passed a new law that gives Medicare Supplement policyholders an important opportunity to change their coverage around their birthday.
Under the new Birthday Rule, you may be able to change your Medicare Supplement to the same plan letter without medical underwriting during your birthday window. This means you cannot be declined because of your health.
Since the beginning of the year, we have been contacting clients by email and phone as their birthday window approaches to review their current policy and premium.
If your birthday is in October, November or December, please contact us and provide:
- Your current Medicare Supplement company
- Your current monthly premium
We will review your information and contact you to schedule a time to discuss your options during your birthday window.
If Your Birthday Is NOT in October, November or December
There is nothing you need to do right now. Keep an eye out for an email from us as your birthday approaches.
Think You May Be Paying Too Much Now?
If your premium seems unusually high and you are in good health, you do not necessarily have to wait until your birthday.
If you can pass the insurance company's health underwriting questions, we can review whether changing plans through medical underwriting may be an option for you now.
Not Sure if You Have a Medicare Supplement?
A Medicare Supplement works alongside Original Medicare and helps pay some of the costs Medicare does not cover. Medicare Supplement plans have a plan letter, such as Plan F or Plan G.
Your Medicare Supplement is separate from your Part D prescription drug plan.
If you have a Medicare Advantage Plan (Part C), that is different coverage. A Medicare Advantage Plan provides your Medicare benefits through a private insurance plan rather than receiving your benefits directly through Original Medicare.
Want to Learn More About Indiana's Birthday Rule?
Watch our short 7-minute video explaining how the new Indiana Medicare Supplement Birthday Rule works and when you may be able to use it.
▶ Watch the 7-Minute VideoAs always, please feel free to email or text us with any questions about your Medicare Supplement coverage.
Considering Switching Between Traditional Medicare & Medicare Advantage?
If you are considering changing from Traditional Medicare to Medicare Advantage—or from Medicare Advantage back to Traditional Medicare—we encourage you to attend or watch our webinar explaining the differences between the two types of coverage.
Afterward, if you are still considering a change, simply email or text us. We will send you the link to provide the information we need to review your options and schedule a call.
2027 Medicare Webinars
We have several live Medicare webinars scheduled to help you prepare for this year's Annual Enrollment Period.
You are welcome to attend as many as you'd like!
All webinars are held live on Zoom. Choose the webinar you are interested in and click the button for the date and time you would like to attend.
The day before the webinar, you will receive an email with your Zoom link and simple instructions for joining.
2027 Medicare Changes You Should Know
Learn about the important Medicare changes coming in 2027 and how they may affect your coverage and costs. We'll break down what's changing, what has recently changed, and what you need to know as you prepare for the year ahead.
Webinar Recording & Meeting Notes
Missed the webinar or want to review the information again? Watch the recording or view the meeting notes below.
▶ Watch Recording 📄 View Meeting NotesTraditional Medicare vs. Medicare Advantage (Part C)
If you are considering changing from Traditional Medicare to Medicare Advantage—or from Medicare Advantage back to Traditional Medicare—this webinar will walk you through the details of both options, including important pros, cons, costs and considerations.
Webinar Recording & Meeting Notes
Missed the webinar or want to review the information again? Watch the recording or view the meeting notes below.
▶ Watch Recording 📄 View Meeting Notes2027 Prescription Plan Overview
This webinar provides information about prescription drug plans available for 2027, including how plans have changed from last year and how to understand the changes to your current plan.
Webinar Recording & Meeting Notes
Missed the webinar or want to review the information again? Watch the recording or view the meeting notes below.
▶ Watch Recording 📄 View Meeting Notes2027 Medicare Advantage Plan Overview
This webinar provides information about Medicare Advantage plans available for 2027, including how plans have changed from last year and how to understand the changes to your current plan.
Webinar Recording & Meeting Notes
Missed the webinar or want to review the information again? Watch the recording or view the meeting notes below.
▶ Watch Recording 📄 View Meeting NotesQuoting & Choosing Your 2027 Part D Prescription Plan
This weekly webinar will walk you through how to quote your prescription plan, how to interpret your results, and how to enroll in a new plan.
▶ Watch This Quick 9-Minute Video!
See how to quote, compare, and choose your prescription drug plan for 2027.
This short video walks you through the process step by step and will make things simpler for you!
▶ Watch the 9-Minute How-To VideoWe recommend watching this video before attending a Part D help webinar.
Question-and-answer time will also be available for those who need assistance with the process.
Feel free to register for more than one session.
Can't Attend Live? No Problem!
Recordings and meeting notes will be added to this page after each webinar.
Once available, simply click "Watch Recording" or "View Meeting Notes" under the webinar you are interested in.