Confident decisions start with the right plan.
Medicare Annual Enrollment
Planning Guide
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Free Medicare Annual Enrollment Period Planning Guide
Every year between October 15 and December 7, Medicare’s Annual Enrollment Period (AEP) gives you the chance to review your coverage and make changes. It’s a short window, but the decisions you make can have a big impact on your health care, your budget, and your peace of mind.
That’s why we created the Elkin Financial Group AEP Planning Guide & Checklist—a step-by-step resource to help you prepare, compare, and choose wisely.
Why this guide matters:
Medicare plans can change every year—networks, drug coverage, premiums, and extra benefits aren’t guaranteed to stay the same. Without a review, you could face:
- Higher monthly costs
- Surprise copays and deductibles
- Medications no longer covered
- Doctors or hospitals leaving your network
This guide helps you spot those changes before they become costly mistakes.
What you’ll find inside
- Clear explanations of what AEP is and how it works
- Worksheets to track your health needs, medications, and budget
- AEP Checklist to prepare for your enrollment appointment
- Glossary of Medicare terms so you can cut through the jargon
- Quick reminders about important dates and next steps
How to use it:
- Download the guide.
- Fill in your personal worksheets to get a clear picture of your coverage needs and budget.
- Bring it to your appointment with your trusted agent so we can review your options together. Don’t go it alone.
Choosing a Medicare plan is a big decision—but you don’t have to do it by yourself. As your advisor, I’ll walk through your guide with you, explain what’s changing, and help you make confident choices for the year ahead.