Turning 65 Medicare Review Kit

What Happens Next

Your download link goes out by email and text as soon as you submit. Save your kit to your phone so it's with you at appointments. Any follow-up comes from Mark, not a call center.

The Turning 65 Medicare Review Kit is a 25-page plain-English workbook for anyone approaching Medicare. It is not a brochure and it is not a sales pitch. It is the working document we wish every person had before their first Medicare conversation: the timeline, the costs, the questions, and a place to write all of the answers down.

Cover of the Turning 65 Medicare Review Kit by Simple Retirement Benefits

What's Inside the Kit

The kit pairs naturally with our turning 65 Medicare help guide, which covers enrollment deadlines, employer coverage, and the questions we hear most often.

Prefer to talk it through instead? That works too.