Health Care - Medicare Options

Overview

Retirement > Health Care > Medicare Options provides a range of data points and helpful tips to make the Medicare sign-up process easier for clients. Each of these can be viewed by clicking the graph title.

Medicare option summary

This section will display the client's Medicare considerations (set up under preferences) and the currently selected Medicare coverage for each client. The current healthcare cost will also be displayed on the right.

Switch between clients

To switch between info for each client, use the dropdown in the upper right of the Medicare Options page.

Medicare option consideration comparison

This section will display the client's selected medicare preferences against the 3 selectable medicare types:
  • Original Medicare

  • Original Medicare + Medigap

  • Medicare Advantage w/ prescription drugs

Medicare option coverage comparison

Here, you will see coverage comparisons between the same 3 medicare types:

Medicare cost comparison

The cost comparison section will display the annual healthcare cost between the same 3 medicare types:

Medicare enrollment period

This section will reflect the actions each client should take to get properly enrolled in their selected Medicare plan:

Medicare tips

The Tips section reflects some additional details about Medicare coverage and enrollment that may be helpful to ensure that your client pays proper attention to making their Medicare choices:

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