To begin understanding what Medicare path is best for the client, five key questions are presented, which surround their location (or travel) plans, health considerations, and financial risk tolerance, along with enrollment questions for Social Security and group plan coverage.
Example
If under Location consideration your client's response is that they are a traveler/snowbird and need to see doctors in different locations, you will see the blue checkmark when selecting "Original Medicare, A, B, and D" or "Original Medicare A, B, and D plus Medigap", but a red 'X' when selecting "Medicare Advantage with Prescription Drugs", since with Medicare Advantage plans clients are more closely tied to their local in-network doctor.
