Questions to Ask Yourself Before Your Annual Review

We love our yearly check-ins with clients. They give us a chance to catch up and make sure your coverage still fits your life. The best reviews start at home, with a few minutes of thinking ahead. Grab a notepad and work through these questions before we meet.

Health

• Did you see any new doctors or specialists this year?

• Is a procedure or surgery coming up in the next year?

• Were there any trips to urgent care or the hospital?

• Did your doctor add or change any prescriptions?

Doctors and pharmacy

• Are you happy with the doctors you are seeing now?

• Has a favorite doctor retired, moved or changed offices?

• Would you like to switch pharmacies, or try mail-order?

Costs and budget

• Were any bills higher than you expected?

• Did you pay more for a medication at some point in the year?

• Is your monthly budget for insurance the same as last year?

Household and plans

• Has anyone joined or left your household?

• Are you planning to retire, change jobs or start a business?

• Will you spend part of next year in another state or traveling?

• Did you move, or are you thinking about moving?

Peace of mind

• Is there anything about your coverage that has been nagging at you?

• Do you have questions you meant to ask last year and never did?

Bring your notes and your folder

Your answers do not need to be polished. A few scribbles in the margin are perfect. Bring them along with your insurance cards, your list of medications and any letters from your plan. If nothing has changed, wonderful. A quick review confirms you are still in good shape. If something has changed, we will talk through what it means for you.

Ready for your yearly check-in? Call or text Maryellen at (727) 647-4448, or reach the office at (941) 999-1350 to set up a time.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Secure Insurance Agency LLC is a licensed insurance agency, NPN 17217331. Not connected with or endorsed by the United States government or the federal Medicare program.