RESOURCE CENTER

Prepare first. Decide with personal guidance.

Use these free worksheets to organize your questions—not to choose coverage alone. Bring the completed guide to April for a personal conversation.

FREE DOWNLOADABLE GUIDES

Make the next conversation more productive.

Each guide is short, practical, and designed to help you remember the details that can affect a coverage review.

MEDICARE

Organize the key dates, coverage details, doctors, prescriptions, and questions to discuss when approaching age 65 or retiring after 65.

LIFE INSURANCE

List income, debts, family responsibilities, education goals, final expenses, and existing coverage before discussing policy options.

HEALTH INSURANCE

Compare premiums, deductibles, copays, coinsurance, provider networks, prescriptions, and potential total costs side by side.

Have a question while you prepare?Start with April →