Before you choose
a Medicare plan.
Bring the details below to your next plan conversation. You’ll spend less time searching for information and more time comparing what matters.
Gather your health-care details.
- Your ZIP code and county
- Medicare Part A and Part B effective dates, if enrolled
- Doctors, specialists, clinics, and hospitals you want to check
- Prescription names, dosage, and how often you take them
- Preferred pharmacies, including mail order if you use it
- Current employer, retiree, Medicaid, or other coverage
- How often you travel or get care away from home
Keep your Medicare and Social Security numbers private. Share sensitive details only through a secure process with a verified licensed professional.
Know what you can spend.
- Monthly premium you’re comfortable paying
- How you feel about copays when you receive care
- A realistic estimate of your yearly medical and drug costs
- Any services you expect to need this plan year
- Benefits that matter to you—and benefits you may not use
- Questions about referrals, prior authorization, or networks
- The plan year you’re reviewing; benefits can change
Use these questions to slow down the decision.
Bring this page or save it as a PDF. A good conversation makes the trade-offs easier to see.
About the plan
- Which plans do you represent in my county?
- Are my doctors and facilities in network?
- How are my prescriptions covered at my pharmacy?
- What are my likely costs for care I use regularly?
- What could change next year?
About my options
- How does Advantage compare with Original Medicare and a supplement for me?
- What coverage would I need to buy separately?
- What enrollment period applies to my situation?
- How are you compensated, and which companies do you represent?
- Where can I see all the plans available in my area?
Confirm the details for your exact plan and year.
Provider networks, drug lists, costs, and benefits can change. Verify them before enrolling and again when your plan renews. Peter can help review the plans he represents in your county.
Talk with Peter ↗Better next steps.Medicare Advantage · Supplements
This educational checklist is not a plan recommendation or a complete description of Medicare benefits. Peter Boylan is a licensed insurance agent and may not offer every plan available in your area. Contact Medicare.gov or 1-800-MEDICARE for all available options.