Important! Medicare Annual Enrollment - What You Need To Know

There will be more Medicare changes for the upcoming Annual Enrollment Period (AEP) starting October 15 through December 7. Medicare has made changes to the prescription drug benefit for 2025. We suspect that this change will trigger a major change in most Medicare Advantage and Stand-alone Drug plans for January. We anticipate we will need to see more customers than usual this fall. In preparation, please take note of the following;

• Carefully review the Annual Notice of Change (ANOC) sent to you by your plan in late September or early October.
• Scope of Appointment Forms (SOAs) must be received 48 hours prior to your appointment or we must RESCHEDULE, which may not be possible.
• We will need to verify which plans your providers will be participating with, as well as how well they will cover your prescriptions. For this reason, we will need an update on your providers and prescriptions.

Please help us help you by contacting our office as soon as possible to address these points. The only appointments we will be holding during AEP are for clients who need to make a change to their drug plan, Medicare Advantage plan, or who want to return to Original Medicare, and priority will be given to those who have completed these necessary steps. We look forward to hearing from you soon.