Free planner · Fill it in at home
My Medicare Planner
The right Medicare plan depends on your doctors, your prescriptions and what matters most to you. Having that information in one place makes comparing plans take minutes instead of hours.
Get the free PDF ↓
Fill this two-page planner out at your kitchen table, keep it with your important papers, and bring it to any plan review. Helping a parent? Fill it out together.
What's inside
- Your current coverage, plan names and what you pay each month
- A list of your doctors, with the ones you must keep
- Your prescriptions, doses and what you pay now
- What matters most to you in a plan
- Upcoming health needs and your own questions for a plan review
Key things to know
Copy prescriptions exactly
Write the name and dose exactly as they appear on the bottle. "10 mg once a day" makes it much easier to compare drug costs between plans.
Mark your must-keep doctors
Note which doctors you must keep and which are nice to keep. Networks are one of the biggest differences between plans.
Protect your Medicare number
Don't write your Medicare number on the planner. Keep your red, white & blue card in a safe place, and never give your number to someone who calls you out of the blue.
Bring it to a plan review
Filled it out? Bring it to a free plan review with Alan and compare your options side by side.
Common questions
Do I need to share my Medicare number to use the planner?
No. The planner is designed so you never write your Medicare number on it.
Is the plan review really free?
Yes. There's no cost to you for meeting with Alan. As an independent agent, he's paid by the insurance carriers, not by you.
Can I fill it out for my parent?
Yes. It works well as something to fill out together, and there's a spot for the family member who's helping.
Who it's for: Anyone comparing Medicare plans, and adult children helping a parent stay organized.
