fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

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Category:
Insurance Planning, Retirement/Decumulation
For Premier Members only For Premier Members only

Medicare Part A & Part B Eligibility Rules

Updated 12/26/2025

Am I Eligible For Medicare Part A & Part B?

In most cases, determining Medicare eligibility is a straightforward process. Nevertheless, it is important to review each client’s unique circumstances in order to make an accurate determination and to identify their available options.

To help make this analysis easier, we have created the “Am I Eligible For Medicare Part A & Part B” flowchart. It addresses some of the most common Medicare eligibility issues that arise, including:

  • Eligibility before age 65
  • Eligibility if a client has fewer than 40 work credits
  • Applicable premiums
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What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“One client just said 'Wow, thank you for this. I would have screwed up my retirement if not for this.'”
— David, an advisor in NY
“I really love the concept of fpPathfinder because I spend so much time reinventing the wheel when communicating planning concepts to clients. Moreover, the flowchart format can be used time and time again to produce consistent results.”
— Kevin P, an advisor in Illinois
“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”
— Meghan, an advisor in Georgia
“fpPathfinder is the only planning tool that tries to address all of the obstacles facing our clients”
— Cathy Curtis, Curtis Financial Planning
“fpPathfinder is fantastic. I really can't find any flaws.”
— Joshua, an advisor in Pennsylvania
“I love it! I find it very helpful. It's a great client value add.”
— Phillip, an advisor in North Carolina
“With all the aspects of running a business, working with varying client scenarios, and knowing how much information is available, I like being able to look at a flowchart and just see what I need to see.”
— Mike, a financial advisor
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