Helping a loved one with Medicare?
You want to help someone you care about make sense of Medicare. Jason can talk with you both, make room for questions, and help your loved one feel heard.
There is no cost to you for Jason's help and no obligation to enroll.
Jason Jennings is a licensed insurance agent.
Where should we begin?
Ask your loved one what they want help with and whether they want you on the call. Jason can explain the coverage choices, answer questions, and help with a plan enrollment. Your loved one stays involved in the decision unless an authorized representative is acting for them.
Is there a deadline we should know about?
Check notices for a coverage end date or enrollment deadline. Mention an upcoming 65th birthday, move, or retirement when you contact Jason. The deadline depends on your loved one’s coverage and circumstances, not on who is helping.
What permission might be needed?
Being a family member does not automatically give you permission to access someone's Medicare information.
Medicare.gov (search: authorization to share personal health information)Permission to receive information is different from authority to make enrollment decisions for someone.
What should we prepare for the conversation?
- Your loved one's questions and preferences.
- Their current coverage information and relevant notices.
- Important dates and the decision they are facing.
- How they would like you to participate.
Please do not enter someone else's Medicare number or medical information into our online form.
Get organized for the conversation
A practical checklist to organize enrollment, coverage, costs and next steps together
Use this checklist to gather notices, dates, and questions with your loved one before calling Jason.