Medicare and Retirement Workbook

Once I'm enrolled in Medicare, how do I know which coverage option is right for me? • How often do you use your healthcare? • What was the largest healthcare expense you incurred last year? • Do you have a healthcare budget in mind for monthly premium? • When it comes to healthcare, what is most important to you? • Do you plan to travel? • Do you have any doctors you need to see? • What hospitals are important to you? • What prescriptions are you currently taking? • Do you have access to creditable prescription drug coverage outside of Medicare — for example, through a drug assistance program or through veterans’ benefits?

Meet your Alera Group Medicare consulting team

SCOTT DARDICK MEDICARE CONSULTANT

STEVE DARDICK MEDICARE CONSULTANT

NANCY GLICKSMAN MEDICARE CONSULTANT

BOB PEASE JR. MEDICARE CONSULTANT

ANDREW ZERCHER MEDICARE CONSULTANT

Our licensed and certified Medicare team will answer your questions and help you choose the right Medicare plan for your unique needs. Call or email the Alera Group office to schedule a no-cost consultation. 833-282-8332 | medicare@aleragroup.com We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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EMPLOYEE BENEFITS

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