Client Library – Medicare – HTA Insurance Services

Pre Enrollment

Medicare Guides

2026 Medicare Who Pays First

2026 Medicare & You Guide
2025*p Choosing a Medigap Policy

EstMP Report**

Standalone Forms

2026** EstMP All Slides
- 2025 EstMP All Slides 2025
2026** EstMP-Medicare A and B Slides
2026** EstMP-Medicare-MS-and-MA-Slides
2026** EstMP-Medicare Part D Slides
Medicare Roadmap- Medicaid Slides

Enrollment Webpages

Webpages

Standalone Forms

2026 Enrollment Periods Bubble Sheet
2026 Medicare Part B Application
2026 Request for Employer Information Form
2026 Life Event Form

Medicare Edge Tools (Nicole Please review)

A, B, MA, MS, PDP, DV

Medicare A&B

Webpages

2026* Medicare A and B
2026 Glossary of Medicare Terms

Standalone Forms

2026 Part A Costs and Coverage Slide
2026* Part B Cost and Coverage Slide
2026** Part B&D IRMAA
2026*w Parts A&B Out of Pocket Expenses
2026p What Medicare does not cover Slide

MAPD (vs MS)

Webpages

Standalone Forms

2026* MS and MA Differences Slide
2026 MA vs MS Comparison

Medicare Supplements

Webpages

2026* Medicare Supplement Plans (Vids Need Updated)
2026 Medicare Supplement State GI Rules
2026* Wisconsin Medicare Supplements
2026* Minnesota Medicare Supplements
2026* Massachusetts Medicare Supplements

Standalone Forms

2026* MS Plan Grid
2026* MS Plan Grid After 2020
2025 How to Read your Medicare Supplement Quote
2025 MS FAQs

Outline of Coverage (typically update in Jan)

Prescription Drug (PDP) Plans

Webpages

2026* Prescription Drug Plans
2026* Part D Non Creditable Coverage
2026 Common SEPs
2026 Part D FAQ’s
2025 Insulin FAQ – do we use this? Could it be repurposed as a Medicare & Diabetes reference page?

Standalone Forms

Other Coverages

2025 Other Coverages – Dental Vision Hearing Gym
- 2025 Dental Vision Hearing Shopping Page– Plan Info Ameritas & Aetna
- 2025 Dental Vision Slides
- 2025 Dental Vision Video
- 2025 Recovery Care Presentation

Roadmaps

Roadmap Questionnaire

Roadmap QNR
2026e PreRetirement Webpage – linked to defer auto emails from AB

Roadmap-Turning 65

Roadmap- Over 65- Retiring

Roadmap- Under 65- SSDI

Cost Analysis, HSA, Cobra

OLD FORMS