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How to choose Medicare supplement options

With healthcare costs being one of the largest expenses in retirement, choosing the right supplemental coverage can be a critical piece of your overall financial plan. Let us help make sure your health coverage meets your needs.

Medicare Insurance Evaluation

As part of our holistic planning approach, we provide education and assistance to individuals becoming eligible for Medicare benefits.

  • Learn your options and feel confident in your Medicare supplement selection with OneTeam Financial.
  • Enrollment into Medicare Parts A&B.
  • Education on what clients expect to pay in Part B premiums and all facets of Medicare budgeting.
  • Education and recommendation of the best Medicare Supplement plan or Advantage plan to enroll in based on budget.
  • A customized Part D Prescription Drug analysis and recommendation.
  • Cost/benefits analysis when comparing Original Medicare versus a retiree plan.
  • Review current Medicare Supplement and Advantage plans to see if there is a better, or more cost-effective option.

Contact us to set up a call to discuss how we can help with your Medicare supplement needs today.

Ready to discuss strategies to help maximize income, minimize taxes and protect your family?

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