Philosophy. Benefits to You. The Medicare Caddy. for Using Medicare Caddy
|
|
|
- Hillary Holt
- 6 years ago
- Views:
Transcription
1
2 The Medicare Caddy Philosophy The Medicare program is confusing, complex and constantly changing. We understand that Medicare plays a significant part in the lives of many Americans - who are also living longer. We call this longevity - and with longevity comes many rewards and challenges. The Medicare Caddy team believes that Medicare should not be sold to you as an insurance product - it should be provided to you as ongoing advisory services that significantly benefit both you AND your family. You need a trusted advisor who will proactively help you make wise healthcare choices related to Medicare and the longevity aging process. Medicare Caddy wants to be your trusted advisor. Benefits to You for Using Medicare Caddy Proactively Manage Your Healthcare Related Needs as You Age Immediate Access to Experienced Professionals Customized Services Based on Your Existing and Future Needs Saves You Hours of Time Trying to Understand Options Maximize Your Spending - Make Informed Financial Decisions Enjoy Peace of Mind as an Empowered Healthcare Consumer
3 WHY WE DO IT Enrolling in Medicare is a major healthcare and financial pivot point in our Members lives. This is the perfect time to establish a trusted advisor relationship with a team of experienced professionals that will provide you valuable insight and experience into the aging process. Medicare Caddy s goal is to make you an Empowered Healthcare Consumer. Much like a seasoned golfer s caddy, Medicare Caddy s job is to provide you with our knowledge, experience and relationships that will help you live longer - better! The Medicare Caddy Approach THE MEDICARE CADDY DIFFERENCE Becoming a Medicare Caddy Member provides you access to a wide range of longevity solutions that start with Medicare eligibility. With Americans living decades longer than past generations, there are many aging needs that can be planned for in advance. Medicare Caddy will help you proactively manage these needs and maximize the benefits gained with your annual out-of-pocket healthcare expenditures.
4 Empowered Healthcare Consumers ENGAGE EDUCATE EVALUATE ENROLL EMPOWER
5 Medicare Caddy Longevity Solutions Transportation & Mobility Legal Senior Housing Options Downsizing & Move Management Aging-in-Place Long Term Care Technology for Seniors Retirement Cash Flow Personal Health Records Medicare Advisory Advance Care Planning Pharmacy / Prescription Drugs Special Needs Live Longer, Better. Live Better, Longer. AGE 65 AGE 85
6 Testimonials Scott P Aiken, SC I would highly recommend Medicare Caddy if you are reviewing your Medicare options. Prior to turning 65, I received multiple letters from the Social Security Administration outlining that I was being charged an Income Related Monthly Adjustment Amount (IRMAA) surcharge for both my Part B and Part D premiums - in fact, they had already started reducing my monthly Social Security check! However, thanks to using Medicare Caddy, I learned that I had a Life Changing Event (LCE) that could eliminate my IRMAA surcharge. Medicare Caddy provided me the SS44 form which I completed and delivered to my local Social Security office. SSA immediately refunded me the IRMAA surcharge they had already deducted. I feel like Medicare Caddy saved me $ for my first 12 months! Jerry & Jan A. Atlanta, GA Medicare Caddy was extremely helpful in educating us both about how the Medicare system worked, as well as evaluating the options and plans that were available to us. We moved quickly in order to achieve an effective date on the first day of the month I turned 65 - and were pleasantly surprised to get a 12% premium household discount for married couples. Medicare Caddy is always available to answer any questions we have. We are pleased to recommend Medicare Caddy if you need help understanding your Medicare options. Kevin D. Brookhaven, GA My financial advisor recommended Medicare Caddy to me, and I was sure glad he did! Medicare Caddy took control of explaining the Medicare enrollment process and how my existing conditions would not impact options during my Open Enrollment Period. Even though I needed to change doctors as I enrolled in Original Medicare with an A+ rated Medicare Supplement and leading Part D plan, Medicare Caddy helped make everything happen in a timely manner. Medicare Caddy went above and beyond what I expected in the way of expertise and service. If you need help with Medicare, contact Medicare Caddy.
7 Medicare Caddy Choices SPECIAL NEEDS MEDICARE ADVISORY PHARMACY / PRESCRIPTION DRUGS PERSONAL HEALTH RECORDS RETIREMENT CASH FLOW LONG TERM CARE EMPOWERED HEALTHCARE CONSUMER ADVANCE CARE PLANNING TECHNOLOGY FOR SENIORS SENIOR HOUSING OPTIONS DOWNSIZING / MOVE MANAGEMENT AGING-IN-PLACE LEGAL TRANSPORTATION & MOBILITY
8 LIVE LONGER, BETTER. medicarecaddy.com
Medicare Minute Teaching Materials January 2017 What s New in 2017?
Medicare Minute Teaching Materials January 2017 What s New in 2017? 1. Have costs for Medicare Part A (hospital insurance) changed in 2017? Yes, the costs associated with Part A are different this year.
MEDICARE PLANNING WORKBOOK
Make the most of Medicare. To learn more about Transamerica s Field Guide to Medicare series and to get support materials: Contact: Your Financial Professional MEDICARE PLANNING WORKBOOK A FIELD GUIDE
Employer Group Waiver Plan (EGWP) FAQs
EGWP: An opportunity for Alaska to maintain existing pharmacy benefits for Medicare-eligible retirees and achieve cost savings for years to come. An Employer Group Waiver Plan, known as an EGWP or Egg
Social Security and Medicare Updates for 2018 By Jeffrey P. Deiss CFP, AEP
Social Security and Medicare Updates for 2018 By Jeffrey P. Deiss CFP, AEP Like hurricanes Harvey and Irma last year, Florence and Michael have triggered inflation via higher gasoline prices in the 3 rd
2019 Medicare Outlook (an introduction from Lauren Guinta)
2019 Medicare Outlook (an introduction from Lauren Guinta) In America, roughly 10,000 baby boomers turn 65 each day. It s at this age that we see a generational shift in healthcare needs. Many seniors
EGWP Frequently Asked Questions For SSC & USG Benefits Administrators
EGWP Frequently Asked Questions For SSC & USG Benefits Administrators Q. Why is the USG utilizing a Medicare part D plan as part of their pharmacy coverage? A. Due to Health Care Reform, Pharmaceuticals
Welcome to your. Health Savings Account (HSA)
Welcome to your Health Savings Account (HSA) Welcome Thank you for opening a Health Savings Account (HSA) administered by National Benefit Services (NBS). We are here to help you and your family understand
Understanding the Consumer Driven Health Plan. and Health Savings Account
Understanding the Consumer Driven Health Plan and Health Savings Account The Consumer-Driven Health Plan (CDHP), coupled with a Health Savings Account (HSA), is an innovative health plan that helps to
Your Health Savings Account: A Good Fit for Now and the Future
Your Health Savings Account: A Good Fit for Now and the Future Are you participating in a high-deductible health plan? Would you like to become a better healthcare consumer? Could you use a tax break?
Human Resources Development Compensation and Benefits Retiree Medical Insurance Plan (RMIP) Update
Human Resources Development Compensation and Benefits Retiree Medical Insurance Plan (RMIP) Update October 16, 2014 Agenda Introductions Medicare Enrollment Overview Medicare Enrollment Requirement Reimbursement
Medicare Minute Teaching Materials - June 2018 How to Afford Your Part D Drug Costs
Medicare Minute Teaching Materials - June 2018 How to Afford Your Part D Drug Costs 1. What costs may a Medicare beneficiary with Part D prescription drug coverage be responsible for? Medicare Part D,
Health Care. and Your Retirement. Member SIPC MKD-7893C-A-SL EXP 31 JUL EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
Health Care and Your Retirement www.edwardjones.com Member SIPC Health Care during Retirement $ Traditional medical expenses Doctor care Prescription Dental care Long-term medical care Assisted living
Your Health Insurance Options under Health Care Reform
Your Health Insurance Options under Health Care Reform The health care reform law requires that most Americans have health insurance by January 1, 2014. It is in place to make sure Americans have access
Manage Your Life Insurance Policy
Take Charge of Your Future: Manage Your Life Insurance Policy Maximize the value of the life insurance policy you already own www.burdettedirect.com burdette Your Life Insurance Policy Is a Valuable Asset
Aon Retiree Health Exchange What your retirees need to know
Aon Retiree Health Exchange What your retirees need to know Q. Why is OP&F changing our current health care coverage? A. Funding for the retiree health care plan at OP&F is limited, making the group health
Retirement Planning Month
Taylor Financial Group s Monthly Planning Letter March 2018 Retirement Planning Month March is Retirement Planning Month at Taylor Financial Group According to recent Gallup polls, the average American
Aetna Federal Plans. Retiree Health Care Options video transcript. Your Guide to Retiree Health Care Options
Your Guide to Retiree Health Care Options Voiceover: Thanks for joining us today. We re glad that you re taking the opportunity to explore your retirement health care options. Over the next 20 minutes
HELP DESK TRAINING QUESTIONS IN RESPONSE TO THE LETTERS ****BELOW PLEASE FIND THE HOTTEST TOPICS FOLLOWED BY GENERAL QUESTIONS****
HELP DESK TRAINING QUESTIONS IN RESPONSE TO THE LETTERS ****BELOW PLEASE FIND THE HOTTEST TOPICS FOLLOWED BY GENERAL QUESTIONS**** HOTTEST TOPICS What letters went out? There are FIVE letters that have
A FIELD GUIDE TO MEDICARE
Make the most of Medicare. To learn more about Transamerica s Field Guide to Medicare series and to get support materials: Contact: Your Financial Professional Transamerica Resources, Inc. is an Aegon
Things You Need to Know About Medicare
Things You Need to Know About Medicare Turning 65? We re here to help. Approaching 65 is an important milestone in life and becoming eligible for Medicare is part of that. Whether you re seeking information
Frequently Asked Questions
Frequently Asked Questions We at Extend Health understand that your health care decisions are important, but can be confusing. Below are answers to some of our most frequently asked questions. Will my
Deciphering the Alphabet Soup of Medicare
WHITE PAPER Deciphering the Alphabet Soup of Medicare Medicare s purpose is to provide health insurance for all Americans age 65 and older regardless of their net worth. All Americans are eligible to begin
Your New Health Savings Account from Avidia Bank & BPC. Enclosed is everything you need to help you learn how to use your HSA. Let s get started!
Your New Health Savings Account from Avidia Bank & BPC Enclosed is everything you need to help you learn how to use your HSA. Let s get started! Congratulations! Thank you for opening a Health Savings
Whatever your Medicare needs, we can help you choose the solution that s right for you.
UnitedHealthcare offers a family of Medicare options to help you get the most from your Medicare coverage, including: Whatever your Medicare needs, we can help you choose the solution that s right for
MEDIGAP MADE SIMPLE. By Rick Teska Rick Teska. All Rights Reserved
Ne! w MEDIGAP MADE SIMPLE By Rick Teska 2017 Rick Teska. All Rights Reserved Medicare Made Simple By Rick Teska WELCOME! Thank you for downloading our Medicare Made Simple Kit, we hope it is a helpful
Shifting Gears. Considerations and Strategies for Pre-Retirees
Shifting Gears Considerations and Strategies for Pre-Retirees 1 Shifting Gears What s ahead? 2 Shifting Gears Think about: Your retirement Savings Social Security Retirement income strategies 3 Shifting
Plan65. Medicare Supplement. Plan Options. Great health plans
Plan65 Medicare Supplement Plan Options Great health plans Effective July 2018 through December 2018 The Blue Difference: Local plans, local service It s time to choose a Medicare supplement plan! It s
2017 What s New Guide
2017 What s New Guide 2 Click on a link in the sidebar to get started. At XL Catlin, you partner with us to serve our clients, so we partner with you to provide valuable health and welfare benefits. Each
Medicare Premiums: Rules For Higher-Income Beneficiaries
Medicare Premiums: Rules For Higher-Income Beneficiaries Contact Social Security Visit our website Our website, www.socialsecurity.gov, is a valuable resource for information about all of Social Security
Name: Block: Date: MULTIPLE CHOICE. Choose the one alternative that best completes the statement or answers the question.
Name: Block: Date: Personal Finance: Test on Chapter 6 & 7 1 pts each 77 Total points 1) The total amount of money a worker earns in a pay period is his or her. A) capital gain B) gross pay C) net pay
NEXT : Eligibility guidelines of a Health Savings Account.
Issue 1 What is a Health Savings Account (HSA)? A health savings account is a special tax-advantaged account owned by an individual where contributions to the account are to pay for current and future
Medical Benefits Trust
UAW RETIREE Medical Benefits Trust Dear UAW Trust Member, HEALTH CARE BENEFIT HIGHLIGHTS 2018 At the UAW Retiree Medical Benefits Trust (the Trust ), we recognize how important health care benefits are
Congratulations on opening a
Congratulations on opening a Health Savings Account! Let Let us help us help you you manage manage your your account account easily, easily, efficiently and and securely. 02/2013 01/2014 - CeB + Stacked
2016 Your. Getting Started Guide. Prepare for Your Medicare Plan Enrollment
2016 Your Getting Started Guide Prepare for Your Medicare Plan Enrollment Important! How to Contact Us Contact us by phone 1-844-287-9945 (TTY: 711) Monday through Friday, 8 a.m. until 9 p.m. Eastern Time
Welcome! Medicare Made Easy. You give everything away for free, how do you make money? First Last Phone License #
Medicare Made Easy Welcome! Thank you for downloading my Medicare Made Easy Kit. I hope you find it informative and easy to use. I find that educating people about Medicare is the easiest way to ease their
Medicare Premiums: Rules For Higher-Income Beneficiaries
Medicare Premiums: Rules For Higher-Income Beneficiaries Contact Social Security Visit our website Our website, www.socialsecurity.gov, is a valuable resource for information about all of Social Security
Bernard Health COBRA Insurance Guide
Bernard Health COBRA Insurance Guide We get it. Health insurance is complicated! It seems like the rules are always changing, and it can be hard to keep up with notifications and deadlines. Not to mention
The Health Care Law and Medicare
The Health Care Law and Medicare How the health care law improves Medicare The health care law adds a number of benefits and protections to the coverage you already get with Medicare. Medicare s Open Enrollment
Member SIPC $ Traditional medical expenses Doctor care Prescription Dental care
Health Care and Your Retirement www.edwardjones.com Member SIPC Health Care during Retirement $ Traditional medical expenses Doctor care Prescription Dental care Long-term medical care Assisted living
A Survey Of Seniors About Their Medicare Part D Preferred Pharmacy Network Plan
A Survey Of Seniors About Their Medicare Part D Preferred Pharmacy Network Plan Key findings from quantitative research conducted May 2013 for Methodology National survey among 400 Medicare beneficiaries
TABLE OF CONTENTS TIME ON CLOCK(HR/MIN/SEC) YOUR MEDICARE CHOICES
TABLE OF CONTENTS SUBJECT TIME ON CLOCK(HR/MIN/SEC) INTRODUCTION 00:00:00 YOUR MEDICARE CHOICES 00:03:31 ENROLLMENT PERIODS 00:05:17 PENALTIES FOR LATE ENROLLMENT 00:15:26 DECISION MAKING AT 65 00:19:30
Medicare Part D. so you start saving with your first prescription. for an easy and affordable way to get prescription drug coverage
Hello savings 013 Plan Guide Medicare Part D 013 HIGHLIGHTS: $0 DEDUCTIBLE PLANS AVAILABLE so you start saving with your first prescription NEW LOW-PREMIUM PLAN AVAILABLE for an easy and affordable way
Kitsap Bank Health Savings Account Guide. A tax-smart way for you to manage growing healthcare costs.
Kitsap Bank Health Savings Account Guide A tax-smart way for you to manage growing healthcare costs. At Kitsap Bank, we believe that helping you prepare for the rising cost of health care is key to helping
Medicare-Eligible Retiree Healthcare: Updates on Enrollment, HRA. USGRC April 7, 2017
Medicare-Eligible Retiree Healthcare: Updates on Enrollment, HRA USGRC April 7, 2017 2017 Enrollment Statistics - recap Enrollment period October through December Retirees had 2,635 appointments with Aon
A COMPLETE GUIDE TO FILING YOUR FBAR
A COMPLETE GUIDE TO FILING YOUR FBAR What is the FBAR and Who needs to file one? FBAR is the acronym for FOREIGN BANK ACCOUNT REPORT which refers to a report of financial accounts existing outside of the
The Keys to Maximizing
The Keys to Maximizing Your Benefi ts UMCG1115 Make the most of your benefi ts while managing health care costs. Make Medicare work for you. For years, you and your spouse may have contributed to Medicare.
Welcome to your UMB Health Savings Account (HSA)
Welcome to your UMB Health Savings Account (HSA) Contents Congratulations!...3 The fundamentals...3 What s next...3 Use this guide to get started...3 Managing your account...4 Online account access...4
Toolkit Overview. Maximize Your Pharmacy Benefits
Toolkit Overview Research shows that the vast majority of Medicare beneficiaries are not taking full advantage of their pharmacy coverage, resulting in poor medication adherence that can have a significant
2011 Guide to Medicare
2011 Guide to Medicare What you need to know now Look to Highmark to keep you informed. At Highmark Blue Shield, we feel strongly that it s our responsibility to give you the information you need to make
PREPARING FOR A MORE COMFORTABLE RETIREMENT
PREPARING FOR A MORE COMFORTABLE RETIREMENT As financial professionals who specialize in helping government employees transition from work to retirement, we understand that you may have questions about
S ENIOR H EALTH N EWS
S ENIOR H EALTH N EWS The Pennsylvania Health Law Project Help-Line 800-274-3258 Volume 7, Issue 1 April 2005 Medicare Prescription Drug Plan Basics Medicare Part D is the new Prescription Drug Benefit
2017 Social Security Benefit Guide
2017 Social Security Benefit Guide by Kevin A. Brown, CLU, ChFC Created during the Great Depression as a retirement safety net, Social Security now covers an estimated 96% of Americans. These days, a record
Health Reimbursement Arrangement
Health Reimbursement Arrangement Enrollment Kit What s inside: Getting to Know: HRA Participant Web Site & Mobile App Overview Reimbursement Form Flexible Benefit Service Corporation Contact Us: www.myflexaccount.com
Dear Clients and Friends of The Center,
2016 Dear Clients and Friends of The Center, If you are like us, the end of the year is a natural time to reflect and take stock. Year-end planning also provides the opportunity to develop a sound business
Coverage Guide. Protection for individuals and families
Coverage Guide Protection for individuals and families Count on Humana As one of the largest health plan providers in the country, Humana partners with you to put you in control of your healthcare costs.
Reverse Mortgage/Home Equity Conversion Mortgage (HECM)
Reverse Mortgage/Home Equity Conversion Mortgage (HECM) All members of NAOSA agree to always act in a client s best interest. Over and above all state, federal and specific industry rules and regulations,
Welcome to your OCA Health Savings Account (HSA)
Welcome to your OCA Health Savings Account (HSA) Contents Congratulations!... 3 The fundamentals... 3 What s next... 3 Use this guide to get started... 3 Managing your account... 4 Online account access...
Medicare Premiums: Rules For Higher-Income Beneficiaries
Medicare Premiums: Rules For Higher-Income Beneficiaries 2014 Contacting Social Security Visit our website Our website, www.socialsecurity.gov, is a valuable resource for information about all of Social
TRS-Care 2 and 3 Medicare Part D plans Express Scripts Medicare prescription plan FAQs
TRS-Care 2 and 3 Medicare Part D plans Express Scripts Medicare prescription plan FAQs General Questions What is Medicare Part D? Express Scripts Medicare for TRS-Care is a Medicare Part D plan. Medicare
Inside: Critical information about your company s prescription drug benefit.
Inside: Critical information about your company s prescription drug benefit. Questions Company Benefits Managers Must Ask Their PBM It pays to make an informed decision harmacy Benefit Managers, often
Making the Most of your Medicare Benefits. Are you asking the Right Questions
Making the Most of your Medicare Benefits Are you asking the Right Questions Hello and Welcome! Michael Jakubic Director of Medicare & Individual Sales Our goals today Learning Asking Questions Building
Special Needs Planning Information Guide
Special Needs Planning Information Guide We are a full service special needs planning firm focusing on families who have a loved one with special needs prepare for their care, supervision, and quality
YOU AND THE 2019 CONSUMER DRIVEN HEALTH PLAN (CDHP)
YOU AND THE 2019 CONSUMER DRIVEN HEALTH PLAN (CDHP) The Consumer Driven Health Plan (CDHP), coupled with a Health Savings Account (HSA), is an innovative health plan that helps to reduce healthcare costs.
1. If I have PACE or PACENET, why should I enroll in Part D?
The following Questions and Answers address program policies and procedures as they relate to how the PACE Program is working with Medicare Part D in 2012 1. If I have PACE or PACENET, why should I enroll
Karli Vazquez- Mendez Vice President Financial Advisor at Morgan Stanley
SPRING 2015 KARLI VAZQUEZ-MENDEZ, VP FINANCIAL ADVISOR AT MORGAN STANLEY Karli Vazquez- Mendez Vice President Financial Advisor at Morgan Stanley 595 S Federal Hwy Suite 400 Boca Raton, FL 33432 (561)
PRESCRIPTION DRUG PLANS. What is a PDP?
PRESCRIPTION DRUG PLANS What is a PDP? PDP Since Original Medicare does not have prescription drug coverage built into it, Medicare beneficiaries must enroll into a plan that offers that coverage. Beneficiaries
Global cover with a local touch. Benefits. International Healthcare Plan MEA (11/09)
Global cover with a local touch International Healthcare Plan for individuals Aetna Global Benefits 46.02.335.1-MEA (11/09) the AGB difference The AGB difference 1 Our service philosophy 3 International
WINNING WITH AN HSA. HSAs: RETIREMENT STRATEGY SAVE NOW AND FOR THE FUTURE. Health savings accounts (HSAs)
WINNING WITH AN HSA Health savings accounts (HSAs) HSAs: the new RETIREMENT STRATEGY SAVE NOW AND FOR THE FUTURE Copyright 08 HealthEquity, Inc. All rights reserved. HSAs ARE AN EASY WIN in today s complex
Coordinating Patient Assistance Programs with Medicare Part D: A Manufacturer s Perspective June 5, 2006
Coordinating Patient Assistance Programs with Medicare Part D: A Manufacturer s Perspective June 5, 2006 Karissa A. Laur Director, Prescription Assistance Programs Background Over the past 28 years, AstraZeneca
health insurance choices before and after age 65
health insurance choices before and after age 65 NEARING RETIREMENT Over the course of your life, you ve spent hundreds of thousands of dollars on health insurance. That sounds disheartening, but it s
you know you need financial advice but who do you turn to?
you know you need financial advice but who do you turn to? As financial affairs become more and more complicated, so the need for professional advice grows. It is a fundamental principle that the earlier
Aon Retiree Health Exchange What your Pre-Medicare retirees need to know
Aon Retiree Health Exchange What your Pre-Medicare retirees need to know Q. Why is OP&F changing our current health care coverage? A. Funding for the retiree health care plan at OP&F is limited, making
SPECIAL REPORT. How Long Will Your Retirement Income. Last You?
SPECIAL REPORT How Long Will Your Retirement Income Last You? Introduction 1 Introduction 2 Social Security 3 Bridging the Income Gap 4 Potential Solutions 5 Conclusion As you approach retirement or if
On Nov. 15, open enrollment returns and Year Two brings new questions and answers.
Retirees and Surviving Spouses: Following is an article on Medicare part D taken from the November 2006 issue of AARP Magazine. FYI: Medicare Medicare Part D: The Sequel On Nov. 15, open enrollment returns
Frequently Asked Questions 2018 Annual Enrollment
The Annual Enrollment window will open on Monday, Oct. 9 to make 2018 benefit elections. Failure to enroll by Monday, Oct. 23 will result in no coverage for 2018. Visit windstreambenefits.com to enroll.
Savvy Medicare Planning for Boomers Presented by Lee Claymore, CFP
May 22-25, 2016 Los Angeles Convention Center Los Angeles, California Savvy Medicare Planning for Boomers Presented by Lee Claymore, CFP FM14 5/23/2016 1:45 PM - 3:15 PM The handouts and presentations
Health Insurance Basics:
Health Insurance Basics: Key Words and Phrases You Need to Know Shopping for insurance can be confusing, but the Affordable Care Act (ACA) makes it easier to understand. This simple guide will help you
Asuris Northwest Health Medicare Prescription Drug Plans (PDP)
2016 Asuris Northwest Health Medicare Prescription Drug Plans (PDP) Decision Guide for Oregon and Washington Y0062_PDPDCGD16v2 Accepted STEP-BY-STEP STEP 1 STEP 2 STEP 3 STEP 4 READ. This booklet provides
Experience Choice OneExchange Newsletter for Medicare-eligible Retirees
Experience Choice OneExchange Newsletter for Medicare-eligible Retirees In This Issue Who is OneExchange If you have any questions about your health coverage through OneExchange, please contact us using
Seniors Opinions About Medicare Rx
**EMBARGOED UNTIL OCT. 3 AT 10AM EDT** Seniors Opinions About Medicare Rx October 2012 www.krcresearch.com Table of Contents Method 3 Executive Summary 7 Detailed Findings 9 Satisfaction 10 How Medicare
Getting Started with Medicare.
Getting Started with Medicare. Look inside to: Learn about Medicare Compare plans and choose the right one for you See if you qualify for financial help Learn how to enroll in Medicare if you plan on working
WINNING WITH AN HSA. HSAs: RETIREMENT STRATEGY SAVE NOW AND FOR THE FUTURE. Health savings accounts (HSAs)
WINNING WITH AN HSA Health savings accounts (HSAs) HSAs: the new RETIREMENT STRATEGY SAVE NOW AND FOR THE FUTURE HSAs ARE AN EASY WIN in today s complex healthcare system How an HSA works An HSA paired
WELCOME TO YOUR AVIDIA HEALTH HSA. Enclosed is everything you need to help you learn how to use your Health Savings Account. Let s get started!
WELCOME TO YOUR AVIDIA HEALTH HSA Enclosed is everything you need to help you learn how to use your Health Savings Account. Let s get started! 1 TABLE OF CONTENTS Introduction 3 Online Services 4 Contributions
Saving for Your Future:
Saving for Your Future: Get Advice the Way You Need It Choice. Protection. Clarity. Opportunity. We all have different needs based on our goals, our age, the amount we are able to save, and other factors,
Welcome to your Avidia Bank Health Savings Account. Enclosed is everything you need to help you learn how to use your HSA. Let s get started!
Welcome to your Avidia Bank Health Savings Account Enclosed is everything you need to help you learn how to use your HSA. Let s get started! TABLE OF CONTENTS Introduction 3 Online Services 4 Contributions
Opportunities in the state and local government market. Retirement plan support for consultants and advisors
Opportunities in the state and local government market Retirement plan support for consultants and advisors State and local governments have specific needs. Governments generally face decreasing revenues
PLANNING FOR RETIREMENT: THE HEALTHCARE WILDCARD. Understanding healthcare costs in retirement // Misconceptions about Medicare // Taking action
PLANNING FOR RETIREMENT: THE HEALTHCARE WILDCARD Understanding healthcare costs in retirement // Misconceptions about Medicare // Taking action KEY TAKEAWAYS Even with supplemental insurance and Medicare,
OUR SERVICE OFFER Comprehensive and competitive group insurance solutions 02228E ( )
OUR SERVICE OFFER Comprehensive and competitive group insurance solutions 02228E (2017-04) Introducing Desjardins Insurance A member of Desjardins Group and a strong financial partner Desjardins Insurance
Making HSAs Relevant to Millennials
Making HSAs Relevant to Millennials AUGUST 2016 With decades ahead until retirement, Millennials stand to gain the most from investing in a health savings account (HSA). But research shows they lag behind
Frequently Asked Questions
NOTES Frequently Asked Questions TURNING AGE 65 Q I AM TURNING AGE 65 IN 2014. WHAT SHOULD I DO? Contact your local Social Security Administration (SSA) office or call 1-800-772-1213 to enroll in Medicare
HOW CAN I BE A BETTER HEALTHCARE CONSUMER? MOTT COMMUNITY COLLEGE. Chadd Hodkinson SET SEG Employee Benefit Services Senior Benefit Consultant
HOW CAN I BE A BETTER HEALTHCARE CONSUMER? MOTT COMMUNITY COLLEGE Chadd Hodkinson SET SEG Employee Benefit Services Senior Benefit Consultant The content in this presentation is informational. Each employee
Your Good Health IS Your Freedom
Freedom HealthShareTM powered by Simplicity Health Plans Your Good Health IS Your Freedom Freedom HealthShareTM is a recognized healthcare sharing ministry of United HealthShare, Inc. Ministry. Why Freedom
Should Federal Retirees Enroll in Medicare?
Should Federal Retirees Enroll in Medicare? January 17, 2019 - By Edward A. Zurndorfer, Certified Financial Planner Federal employees have numerous questions as they plan for their retirement from federal
WINNING WITH AN HSA. HSAs: RETIREMENT STRATEGY SAVE NOW AND FOR THE FUTURE. Health savings accounts (HSAs)
WINNING WITH AN HSA Health savings accounts (HSAs) HSAs: the new RETIREMENT STRATEGY Copyright 07 HealthEquity, Inc. All rights reserved. SAVE NOW AND FOR THE FUTURE HSAs ARE AN EASY WIN in today s complex
Health Care Reform: The Effect of the Affordable Care Act (ACA) and other Federal Mandates
Health Care Reform: The Effect of the Affordable Care Act (ACA) and other Federal Mandates (Only issues directly affecting the Trust Plan are addressed) Background On January 1, 2014, federally mandated
Social Security. Yolanda York Public Affairs Specialist.
Social Security Yolanda York Public Affairs Specialist www.socialsecurity.gov The Real Beginning... Bismarck introduced first Social Security old-age benefits in Germany in 1889 2 2 3 Who Gets Benefits
ANNUAL ENROLLMENT: STRAIGHT AHEAD
ANNUAL ENROLLMENT: STRAIGHT AHEAD Enroll Oct. Nov., 07 IT S THAT TIME AGAIN. TIME TO ENROLL FOR YOUR BENEFITS. It s important to review your choices and determine what is best for you and your family.
Seniors Opinions About Medicare Prescription Drug Coverage 9 th Year Update
Seniors Opinions About Medicare Prescription Drug Coverage 9 th Year Update July 2014 Table of Contents Method 3 Executive Summary 7 Detailed Findings 10 Satisfaction with Medicare 11 Satisfaction with
Health Savings Account (HSA)
IU Human Resources Health Savings Account (HSA) INDIANA UNIVERSITY Reality Check A healthy couple retiring at age 65 can expect to pay: $404,253 in premiums, dental, vision, hearing and all other out of
HOW TO MAXIMIZE YOUR MICROSOFT BENEFITS PACKAGE. By Jonas Means
HOW TO MAXIMIZE YOUR MICROSOFT BENEFITS PACKAGE By Jonas Means As an employee of Microsoft, you know that the company appreciates their staff. It s no surprise that their employee benefits package offers