New To Medicare Steps

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This section is designed to help you confidently guide beneficiaries who are New to Medicare. This section provides a clear, easy‑to‑understand overview of the basics—perfect for educating clients, answering common questions, and building trust from the very first conversation.

Here you’ll find a Step-by-Step PDF and the Medicare 101 Power Point Presentation we use with beneficiaries, now available for you to review, download, and use as part of your own consultations. It’s built to simplify complex rules, highlight key decisions at T65, and support you in delivering accurate, compassionate guidance every time.