Module 5 companion guide
Run the Annual Medicare Review Before Another Year Slips By on Autopilot
This checklist turns the yearly review into a simple process so you can catch changes in plans, doctors, prescriptions, benefits, and income before Open Enrollment closes.
Module 5Instant PDF downloadBuilt for yearly October reviews
What this checklist helps you review
- Whether your doctors and specialists are still in network
- Whether your prescriptions are still covered the same way
- Whether your premium, copays, or benefits changed for the new year
- Whether your income changed enough to affect IRMAA exposure
- Whether your health, travel, or provider needs make a different plan worth reviewing
- A simple once-a-year process you can run every October
Why this matters
Most people do not review Medicare because they assume no news means no problem. This checklist gives you a quick yearly way to verify that your plan still fits before another year locks in.