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

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

Videos

2026 How to Complete REI
2026 How to Complete REI and Part B Application

Other Benefits Information

Websites

Videos

- 2026 Medicare & FEP Blue
- 2026 Medicare & Tricare
- 2026 Medicare & IRMAA

Brochures

A, B, MA, MS, PDP, DV

Medicare A&B

Webpages

Videos

2026 Medicare & IRMAA

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 Guide to Health Insurance- Wisconsin
2026* Minnesota Medicare Supplements
- Minnesota MS Plan Chart
2026* Massachusetts Medicare Supplements
Medicare Supplement Client Resource Page

Standalone Forms

2026* MS Plan Grid
2026* MS Plan Grid After 2020
2025 How to Read your Medicare Supplement Quote
2025 MS FAQs
2026- Choosing a Medigap Policy

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 Client Resource Page
2026* Step-by-Step Guide Choosing Part D

Standalone Forms

Other Coverages

2025 Other Coverages – Dental Vision Hearing Gym
- 2026 Dental Vision Shop and Enroll– Clients
- 2026 Dental Vision Hearing Internal Training
- 2025 Dental Vision Slides
- 2025 Dental Vision Video
- 2025 Recovery Care Presentation
- 2026 Short-Term Recovery Care Webpage

Pre Enrollment

Medicare Guides

EstMP Report**

Enrollment Webpages

Other Benefits Information

A, B, MA, MS, PDP, DV

Medicare A&B

Medicare Supplements

Prescription Drug (PDP) Plans

Other Coverages

Roadmaps

Roadmap Questionnaire

Roadmap-Turning 65

Roadmap- Over 65- Retiring

Roadmap- Under 65- SSDI

Planning Tools- Cost Analysis, HSA, Cobra, ICHRA

OLD FORMS

Medicare Edge Tools (Nicole Please review)