Medicare AEP Needs Assessment

1. Are you turning 65 during this Annual Enrollment Period (Oct 15 - Dec 7)?
Yes
No


2. Do you already have Medicare Part A and Part B?
Yes
No


3. Which type of Medicare coverage do you currently have?
Medicare Advantage (Part C)
Medicare Supplement (Medigap)
None / Not Sure


4. How satisfied are you with your current plan’s provider network (doctors, hospitals)?
Very satisfied
Somewhat satisfied
Unsatisfied


5. Do you feel your prescription drug costs are affordable under your current plan?
Yes
Sometimes
No


6. Do you currently receive any extra benefits (dental, vision, hearing, gym, transportation, etc.)?
Yes, and I use them often
Yes, but I rarely use them
No


7. Are you comfortable with potentially higher out-of-pocket costs (copays, coinsurance) if it means lower monthly premiums?
Yes
Maybe / depends
No


8. Are you willing to switch doctors or pharmacies if it means lower costs or better coverage?
Yes
Maybe
No


9. Do you anticipate major health expenses (hospitalizations, surgeries, long-term treatments) in the next 12-24 months?
Yes
Unsure
No


10. Do you qualify for or currently receive Medicaid or Extra Help with prescriptions?
Yes
No


See My Results