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 Automatic Enrollment Rules

Will I Be Enrolled Automatically In Medicare?

Determining when a client must enroll in Medicare can be complicated. Depending on the client’s situation, they may be automatically enrolled or they may have to proactively enroll. If the client must follow the Initial Enrollment Period rules, there is the added complication of determining when coverage starts.

To help make this analysis easier, we have created the “Will I Be Enrolled Automatically In Medicare” flowchart. It addresses some of the most common Medicare issues that arise when a client turns 65, including:

  • Impact of age on enrollment
  • Automatic enrollment events
  • Initial Enrollment Period rules
  • Coverage start dates for Part A, B, & D
Related Guides
Checklist
Health And Life Insurance Policy Issues
Category: Insurance Planning, Client Meetings & Client Service Calendar
For Premier Members only For Premier Members only
Flowchart
Early Retirement Health Insurance Marketplace Issues
Category: Insurance Planning
For Premier Members only For Premier Members only
Flowchart
Medicare Part A & Part B Eligibility Rules
Category: Insurance Planning, Retirement/Decumulation
For Premier Members only For Premier Members only
Flowchart
Medicare Part B & Part D IRMAA Surcharge Rules
Category: Insurance Planning, Retirement/Decumulation
For Premier Members only For Premier Members only
Flowchart
Medicare Enrollment Penalty Rules
Category: Insurance Planning, Retirement/Decumulation
For Premier Members only For Premier Members only
Flowchart
Healthcare In Retirement Issues
Category: Insurance Planning, Retirement/Decumulation
For Premier Members only For Premier Members only
Flowchart
Medicare Open Enrollment Decisions
Category: Insurance Planning, Client Meetings & Client Service Calendar, Retirement/Decumulation
For Premier Members only For Premier Members only

What Customers Are Saying About Us

Hundreds of other advisors are actively using fpPathfinder. Read what those lovely people have to say about us.
“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”
— An advisor in Washington
“It's hands-down the best collection of client-facing resources I've found anywhere. The checklists are amazing too, to make sure I'm not forgetting anything in a review.”
— An advisor in Kentucky
“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 flowcharts and they are helping me explain difficult decision points/rules to my client base. In fact, I plan to upgrade so I can use some of the material on my website with my own branding.”
— An advisor in Texas
“I find fpPathfinder to be very helpful. I use the checklists and flowcharts to help prep for every meeting.”
— Ryan, an advisor in New York
“Checklists don't make the planner smarter or more skilled, but do help to ensure that the planner maximizes the knowledge and skill he/she already has.”
— Michael Kitces, Publisher and Editor-In-Chief at Kitces.com
“In client meetings I'm often sharing a checklist regarding a specific topic, and helping clients understand the planning issues, opportunities, and process all very quickly and efficiently.”
— An advisor in Texas
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