Medicare Clarity Starts With Strategy — Not Plan Selection

Whether you’re new to Medicare, already enrolled, or helpinga loved one, this toolwill help you understand how your current coverage fits —and what deserves acloser look.

WHAT THIS PAGE DOES — AND DOESN’T

This Page Helps You:

This Page Does NOT:

Understandyour current Medicare structure
Compareor recommend specific plans
Identifygaps, penalties, or misalignments
Trigger enrollment or applications
Learncalmly, without quotes or pressure
Discuss every plan available in your area

All Medicare conversations are reviewed and finalized by alicensed Strategist.

WHAT THE STRATEGY TOOL REVIEWS

Ava’s Medicare Review Covers:

1. Enrollment Status: Are you currently enrolled? New to Medicare? Still working?
2. Coverage Type: Advantage, Supplement, Prescription Drug Plan, or unclear
3. Drug Coverage Risk: Are prescriptions covered efficiently?
4. IRMAA Review: Does your income trigger additional premiums?
5. Timing Risk: Are there any deadlines or missed opportunities?

All results are delivered in plain language.

No pressure. Just clarity.

Prefer to Chat?

You can chat with Ava anytime using the secure chat boxbelow. She’ll respond immediately and guide you through the Medicare questions.

If you’d rather speak directly with a human, just say:
“| want to talk to a Strategist.”
Ava will transfer or schedule the call for you.

TTY: 711

LICENSED STRATEGISTS ONLY

All reviews are conducted by licensed Life & Healthprofessionals.

Some specialize in Medicare. Others in income, life insurance,or long-term care. Avawill route you correctly.
If you call us or schedule directly, you can speak with alicensed Strategistimmediately.

If we initiate contact, a 48-hour Medicare compliance windowmay apply after SOA. Ava will handle that for you.

WHO THIS PAGE IS FOR

You’re in the right place if you:

- Just became Medicare-eligible or are turning 65
- Are already enrolled but unsure if your coverage still fits
- Are retiring and unsure when or how to switch
- Are a caregiver trying to help a parent or spouse

COMMON SCENARIOS WE HELP WITH

Examples of what we often hear:

“| just got my red, white & blue card — now what?”
“My Advantage plan changed and I’m confused.”
“| pay IRMAA — is there any way to reduce it?”
“My mom just moved in. How do | help her with this?”

You don’t have to figure it out alone.

WHAT HAPPENS AFTER YOU START

Once you complete the Medicare Strategy tool:

Ava compiles your answers into a secure review packet
A licensed Strategist reviews your situation
If no changes are needed, we'll say so
If something requires attention, we’ll explain it calmly —you stay in control

You'll receive a Resolution Summary™ if appropriate.

Get Clarity on Your Medicare — Without Pressure