Your Medicare Review / A guided conversation
A Medicare Review is a conversation — not a sales appointment.
Education First
“More than your Independent Medicare Broker — your advocate, educator, and trusted Medicare resource.”
A little preparation gives us more room for the questions that matter to you.
Start here / Your Medicare Review
A little preparation before we meet allows us to spend more of our time together discussing your questions, comparing your options and focusing on what matters to you.
Choose a convenient time for your Medicare Review with Lori.
SCHEDULE MY MEDICARE REVIEW →Provide your doctors, prescriptions and required Scope of Appointment before we meet so Lori can prepare for your conversation.
START MY REVIEW PREP →Secure online preparation powered by RetireFlo.
DOWNLOAD WHAT TO EXPECT DURING YOUR MEDICARE REVIEWLori will have the information needed to begin your Needs Assessment and make the most of your time together.
Please also bring information about your current employer health coverage, including:
This allows us to look beyond the monthly premium and make a more meaningful side-by-side comparison of your current employer coverage and Medicare options.
During your review
“We Start With You”
Our Needs Assessment covers:
Transparency in real time
During your Medicare Review, a large monitor mirrors Lori's screen so you can see the information being entered, the comparisons being reviewed and the details being discussed in real time.
The goal is simple: you should understand not only what you're considering, but why.
Compare
The right comparison starts with what matters in your life.
You do not need to know the difference beforehand. I'll explain both approaches before we discuss which may better align with your needs.
Working Past 65 deserves a closer look at employer coverage, Medicare, HSAs, and timing.
Decide
Before enrollment, we'll review the applicable details together:
You see the information. You ask the questions. You make the decision.
Enroll
I'll guide you through Parts A/B enrollment and provide clear enrollment instructions.
Enrollment happens when you're ready.
A promise from Lori
You are my client — not a number.
Your understanding of Medicare is my priority.
Enrollment happens when you're ready.
No sales pressure. Ever.
Ready when you are
Call, email or text when you are ready to schedule your complimentary Medicare Review!
LORI BELLMANMEDICARE BROKER | MEDICARE EDUCATOR | PASSIONATE ADVOCATE
