Turning 65

A step-by-step guide to preparing for Medicare.

Turning 65 is a big milestone—and Medicare can feel complicated.
We’re here to make it simple. Follow this timeline to understand
what to do, when to do it, and how to make confident choices.

Turning 65

6 Months Before

Start exploring your options.
Learn about Medicare, compare plans, and gather information.

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3 Months Before

Narrow your choices.
Attend a meeting, ask questions, and review your plan options.

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Your Initial
Application Period

Sign up for Medicare.
Enroll during your 7-month window without penalties.

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After You Enroll

Keep your coverage on track.
Review your plan annually and make changes if needed.

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Medicare
Parts A, B, C & D

Understand the parts of Medicare and how they work together.

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What to Bring to
Your Review

Be prepared with the right information to make the most of your meeting.

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Common Application
Mistakes

Avoid costly mistakes and enroll with confidence.

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Checklist
Download

Download our Turning 65 checklist to guide you step-by-step.

Download Now

Frequently Asked Questions

When should I enroll in Medicare?
What if I’m still working at 65?
Will Medicare cover all of my healthcare costs?
Can I change my plan after I enroll?
View All FAQs

Turning 65 Checklist

  • Learn the basics of Medicare
  • Compare your plan options
  • Attend a Turning 65 Review
  • Decide on your coverage
  • Enroll during your IEP
  • Review your plan annually
Download Checklist

Ready to Take the Next Step?

Schedule a complimentary Turning 65 Review and get clear, personalized guidance.

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