✅ FREE CHECKLIST
Turning 65? Here’s Your Medicare Action Plan
Simple checklist: what to do 6 months before, 3 months before, and the month you turn 65 – so you don’t miss anything or pay penalties
Medicare has strict deadlines. Miss them and you’ll pay penalties for the rest of your life. Or go months without coverage.
We created a simple one-page checklist that shows you EXACTLY what to do and when – step by step.
What’s in the checklist:
📅 6 MONTHS BEFORE TURNING 65
• Learn the 4 parts of Medicare (A, B, C, D)
• Decide: enroll at 65 or delay
• Compare coverage options
• Estimate your monthly costs
📅 3 MONTHS BEFORE TURNING 65
• Apply for Medicare Parts A & B at ssa.gov
• Check your application status
• Choose: Supplement + Part D or Advantage
• Consider dental, vision, hearing coverage
📅 THE MONTH YOU TURN 65
• Receive your red, white & blue Medicare card
• Create your account at MyMedicare.gov
• Get all plan ID cards
• Cancel old insurance (if needed)
📅 ANNUALLY (EVERY FALL)
• Review your Annual Notice of Change
• Compare plans during AEP (Oct 15 – Dec 7)
• Check prescription and provider coverage
• Shop for better Medigap rate
Why this checklist works:
📋 ONE PAGE
Print it and stick it on your fridge. Everything important in one place. No 50-page guides.
⏰ CLEAR DEADLINES
Know exactly when to do what. No surprises, no missed deadlines.
✅ SIMPLE ACTIONS
Each item is a specific action with a checkbox. Check it off and move on.
Who created this checklist
Veronika Rowell is a licensed insurance agent and Social Security Registered Analyst with a PhD in Economics.
Together with her bilingual team of licensed insurance agents, she has helped thousands of families prepare for Medicare – without stress and without mistakes.
⭐⭐⭐⭐⭐ 300+ Google reviews
📍 Licensed in all 50 states
🗣️ Bilingual support available
Download your free checklist
Fill out the form and we’ll email your checklist within a minute.


Русский