Personal Report Options

Get your solution today!

Basic Plan

  • Detailed Customized Report including 2 alternatives
  • Personalized election recommendation
  • Comparison of scenario

Enhanced Plan

  • Detailed Customized Report including 3 alternatives
  • Personal election recommendation
  • Personal meeting to compare and create scenarios with one of our experts and CERTIFIED FINANCIAL PLANNERS®

Complete Plan

  • Detailed Customized Report including 4 alternatives
  • Personal election recommendation
  • Advanced Modeling: Compare and understand scenarios during a personal session with one of our experts and CERTIFIED FINANCIAL PLANNERS®
  • Incorporation of pension and retirement income into the analysis as well as a review of current assets, risk tolerance, inflation, and cash flow analysis.
  • Assistance during the entire enrollment process

Ready to talk to someone who will help you choose which type of plan is right for you?

Contact an expert at Beyond Medicare - we are happy to walk you through your options.

(866) 906-7346