Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
Why Work With Us
Join Our Team
Medicare Information Center
Understanding Your Pension Options
Bridge Financial Wellness
Financial Wellness Programs
Register for a Workshop
Medicare Important Dates
September & October - Review & Compare
Review: Your plan may change. Review any notices from your plan about changes for next year.
Compare: Visit Medicare.gov/plan-compare to find and compare plans that meet your needs.
October 15 - Annual Election Period
This is the one time of year when everyone with Medicare can make changes to their health and drug plans for the next year.
Decide: October 15th is the first day you can change your Medicare coverage for the year.
December 7 - Annual Election Period Ends
December 7th is the last day you can change your Medicare coverage for next year. The plan has to receive your enrollment request (applications) by December 7th.
January 1 - Coverage Begins
Your new coverage begins January 1st if you switch to a new plan. If you stay with the same plan, any changes to coverage, benefits, or costs for the new year will begin on January 1st.
Making changes to your coverage after January 1st
Between January 1st - March 31st, you're in a Medicare Advantage Plan, you can leave your plan and switch to another Medicare Advantage Plan with or without drug coverage, or to Original Medicare. If you switch to Original Medicare, you'll also have the option to join a Medicare drug plan. Your coverage will begin the first day of the month after the plan gets you enrollment form. In certain cases, you may be able to make other changes if you qualify for a Special Enrollment Period.
Contact our Medicare Services Specialist for More Information