1. How soon will you be eligible for Medicare (turning 65)?
2. What healthcare coverage do you currently have?
3. Do you take prescription medications regularly?
4. Have you budgeted for Medicare premiums and out-of-pocket costs?
5. Have you confirmed your preferred doctors accept Medicare?
6. Do you understand Medigap / supplemental coverage options?
7. Do you plan to travel domestically or internationally in retirement?
8. Have you planned for long-term care needs?
9. How well do you understand Medicare Parts A, B, C, and D?
10. Do you review your Medicare plan during Annual Enrollment (Oct 15 – Dec 7)?