For Trusted SR Solutions clients
Your 2027 Medicare Plan Review
Your plan mailed its Annual Notice of Change in September. Let’s put your plan side by side with your other options, line by line. If your plan is still the best fit, you keep it.
Free. By phone, video, or in person. No pressure.
How it works
Three steps, about 20 minutes
1
Grab your notice
Find the Annual Notice of Change your plan mailed you. It lists what is changing for 2027. If you can’t find it, that’s fine. I can look it up.
2
We compare line by line
Premium, max out-of-pocket, doctor copays, hospital stays, drugs and extras. Your plan on one side, the alternative on the other.
3
You decide
You circle the better number on each line. The page makes the case, not me. Keep your plan or switch, and you keep the page.
What a review looks like
The numbers, side by side
Most people only hear the highlights of a plan. A side-by-side shows where your plan wins and where it doesn’t, so nothing gets glossed over.
- Same doctors and prescriptions checked first
- Hospital stay costs multiplied out, day by day
- Drug deductible counted for each person
- If your plan wins, I tell you to keep it
| Benefit | Your plan | Alternative |
|---|---|---|
| Max out-of-pocket | $4,900 | $3,900 |
| Specialist visit | $45 | $30 |
| Hospital stay | $2,750 | $2,250 |
| Dental allowance | $3,000 | $2,000 |
| Drug deductible | $685 | $440 |
Example numbers only, not a quote for any specific plan.
Get started
Book your review, or start on your own
Book a time with Scott
Pick a time that works for you. I’ll call you at that time.
Get the comparison worksheet
The same two-column worksheet I use in reviews. Print it or fill it in on screen.
Rather talk now?
Call or text me directly. If I’m with a client, I’ll call you back the same day.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.
Not connected with or endorsed by the U.S. government or the federal Medicare program.
Scott Bowling, Licensed Insurance Agent, NPN 20428021. Licensed in multiple states. Trusted SR Solutions | 512-844-3983 | trustedsrsolutions.com