Medicare Planning

Secure Your Health and Finances

with Medicare Planning

CALL NOW: 803.999.1098

Medicare Planning

Who is Eligible?

UNDER 65 YEARS OF AGE

During Open Enrollment Period* (11/1 - 1/15)

Everyone

Outside of Open Enrollment Period* (1/16 - 10/31)

Only if you experience a special enrollment period, such as a Loss of Qualifying Coverage, Moving to a New State, Adoption, Marriage, etc

*Dates subject to change based on government extensions or changes

OVER 65 YEARS OF AGE

Initial Enrollment Period (7 month period)

3 months prior, the month of, or 3 months after 65th birthday

Annual Open Enrollment (10/15 - 12/7)

Must have medicare Part A and Part B before calling

HEALTHREACH ENROLLMENT SUPPORT CENTER

803.999.1098

Monday - Thursday: 8:30 AM - 5:00 PM

Friday: 8:30 AM - 4:00 PM

SCAN OR CLICK HERE TO SCHEDULE AN APPOINTMENT

*Dates subject to change based on government extensions or changes

When Scheduling Your Appointment,

Please State That Michael C. Owens is the Referring Agent.

How We Help Clients with Medicare Planning

Explaining Medicare Coverage Options

We educate our clients on the different parts of Medicare—Part A, Part B, Part C (Medicare Advantage), and Part D—to help you select the right coverage for your health needs and budget.

Cost Analysis

We perform a detailed analysis of potential out-of-pocket costs, including premiums, deductibles, and coinsurance, to help you anticipate future healthcare expenses.

Supplemental Insurance Solutions

Explore supplemental plans, such as Medigap, to cover costs not included in traditional Medicare, giving you more comprehensive coverage.

Integration with Retirement Planning

Ensure your Medicare choices align with your overall retirement goals, creating a seamless plan that supports your lifestyle and long-term aspirations.

Ongoing Support and Updates

Medicare rules and options can change. We provide continuous support and updates to keep your plan current and effective as things evolve.

CALL NOW: 803.999.1098

(Tell Them Michael C. Owens Referred You)

Our Process

At Carolina Financial Services Group, our personalized approach to Medicare planning follows a systematic approach

Assess Your Current Situation

We begin by evaluating your health needs, financial situation, and retirement goals to tailor a strategy that fits your unique circumstances.

Strategy Development

Based on our assessment, we develop a customized Medicare plan that aligns with your health and financial objectives.

Implement and Support

We guide you through the implementation of your Medicare strategy and offer ongoing support to adjust your plan as needed, ensuring you remain on track.

We invite you to schedule a complimentary Medicare Planning consultation today to discover how we can help secure your health and financial future!

CALL NOW: 803.999.1098

(Tell Them Michael C. Owens Referred You)

Want some help?

GIVE US A CALL TODAY!

CALL NOW: 803.999.1098

(Tell Them Michael C. Owens Referred You)

We've helped clients for over 20 years make the best decisions possible for their retirement. We look forward to the opportunity to do the same for you!

905-B Conference Drive, Greenville, NC 27858

P: (252) 215-9095

[email protected]