09/01/2026
Hello, September! ๐ Itโs a new month, a new season, and before we know it, it will be Medicare Annual Enrollment time!
September is a great time to start getting organized. Update your medication list, watch for important plan notices in the mail, and make a list of ANY & ALL questions you may have for your advisor.
Itโs also important to stay alert.โผ๏ธThis time of year often brings an increase in calls related to Medicare programs and benefits. If you receive an unexpected call, be cautious about providing personal information or agreeing to changes. When in doubt, call your advisor! This is the best way to protect yourself from issues with your Medicare program that may be costly or difficult to correct.
If youโre a current client, we will be contacting you this month to schedule your annual review!
Right now, insurance carriers are still finalizing their plans and benefits for 2027, which means itโs simply too early for our advisors to make informed recommendations for the upcoming year. We want to have the full picture before helping you decide what makes the most sense for 2027.
So for now, enjoy September, keep an eye on your mailbox, and know that weโre busy behind the scenes preparing for 2027 Medicare Annual Enrollment!
As always, if you have questions in the meantime, give us a call at 319-238-4440. Otherwise, sit tight, your advisor will be in contact with you this month! ๐
