Roadmap Questionnaire – contact the team for help

PreRetirement Webpage – linked to defer auto emails from AB

Roadmap-Turning 65

• T65, Over 20 Employees, No HSA
  • Turning 65 – not retiring- over 20 employees
• T65, Over 20 Employees, WITH HSA
  • Turning 65 – not retiring- over 20 employees- on HSA
• T65, Under 20 Employees
  • Turning 65 – not retiring- under 20 employees
• T65, Coming off Group Insurance, Need to Enroll in Medicare
• T65, Coming off Individual Insurance, Need to Enroll in Medicare
  • Turning 65 – retiring, Individual Health Ins, No Health Ins
• T65, Retiree Coverage
  • Turning 65 – on retiree plan
• T65, Cobra
  • Turning 65 – on COBRA
• T65, Severance

Roadmap- Over 65- Retiring

• Over age 65, Coming off Group Insurance, Need to Enroll in Medicare
  • Over Age 65 – retiring- under 20 employees
  • Over Age 65 – retiring- over 20 employees
• Over age 65, Retiree Coverage
  • Over Age 65-retiring- retiree benefits
• Over age 65, Cobra
• Over age 65, Severance

Roadmap- Under 65- SSDI

• Under age 65, SSDI, Under 100 Employees
  • Under Age 65 – SSDI- under 100 employees
• Under age 65, SSDI, Over 100 Employees
  • Under Age 65 – SSDI- over 100 employees
• Under age 65, SSDI, on Individual Insurance, or Coming off Group Insurance
  • Under Age 65 – SSDI- individual health insurance
• Medicare and Cobra
• Medicare and HSA

Cost Analysis

• Cost Analysis- Under 20
• Cost Analysis- Over 20

PDP Plan Webpages – 2023

• Aetna-Silverscript Choice
• Aetna-Silverscript Plus
• AARP Preferred
• AARP Saver Plus
• AARP Walgreens
• Anthem MediBlue Rx Plus
• Anthem MediBlue Standard
• Highmark Blue Rx Complete
• Highmark Blue Rx Plus
• Humana Premier
• Humana Walmart Value
• Mutual of Omaha Plus
• Mutual of Omaha Premier
• Mutual of Omaha Essential
• Wellcare Classic
• Wellcare Value Script
• Wellcare Value PLUS
• Not Interested in Enrolling in a Plan
  • Please review these important considerations before going without Part D Drug Coverage.
• Plan not authorized by HTA
  • You were most interested in a plan that is sold by an Insurance Company that does not authorize insurance agents to sell their plan. You will be required to enroll directly with the insurance company if you would like this plan.  You can either visit medicare.gov to enroll online or contact the Non Member phone number on the www.medicare.gov Rx Plan Report to ask questions and enroll over the phone.