Annual Enrollment Period

The Annual Enrollment Period (AEP) for Medicare is October 15 – December 7

Annual Enrollment Period

During this timeframe, you can switch your Part D Prescription Drug Plan (PDP) or your Medicare Advantage Plan for the following calendar year. You can also change from a Medicare Supplement to a Medicare Advantage plan (or vice versa) for the upcoming calendar year.

Remember: This is the only time of the year that you can change a Prescription Drug Plan or Medicare Advantage plan. (Only changing from one Medicare Supplement to another Medicare Supplement can be done at any time throughout the year, pending underwriting.)

Even if your prescriptions or health conditions have remained the same, it’s still a good idea to let us shop your insurance coverage every year — after all, the insurance companies change their prices every year so it’s the only way to know whether you’re still getting the best deal. 

Finding the best deal for you is one of the free services we provide our clients and referrals. 

So, let’s get started!

Important: If you love your current plan and want to keep it for next year, you are not required to do a review. Your current insurance coverage will automatically renew for next year unless we direct the insurance company to change it. If that is your wish, just for our records, please send us a quick email requesting: No review please — I want it to renew for next year. We will note your file and everything will be done. 

New — Easier Forms and Enrollment

Step 1: Completing The Review Form

Complete the below information to start the review process. If we need additional information we will contact you.

PLEASE NOTE: We typically receive 1000+ requests between Oct 1 and Oct 15.  We will work through those very quickly but it takes us time to “catch up.”  Submitting the form closer to Halloween will give you a quicker turnaround on your request.  However, we can not guarantee that forms received after Thanksgiving will be reviewed by the December 7 deadline — that’s a little too late 😉