Avoid the Medicare Mistake That Could Cost You Thousands

in Retirement

Turning 65? Take this 2-minute quiz to identify if you're at risk of making a costly enrollment or planning error — and learn how to protect your income, savings, and healthcare options in retirement.

Every year, thousands of retirees lose out on benefits, pay higher premiums, or make withdrawals from retirement accounts just to cover unexpected medical costs… all because of one critical Medicare decision they didn’t realize they had to make.

This quiz will help you spot that risk early — so you can avoid penalties, choose the right plan, and protect your retirement income.

Designed for adults turning 65 or recently enrolled
Based on current Medicare rules and planning best practices
Includes an option to speak directly with a licensed Medicare & Retirement Advisor about your results

Let’s get started — answer a few quick questions in the quiz below

so we can personalize your results!

When do you turn 65? *

Do you plan to continue working after turning 65? *

Are you currently covered by an employer or union health plan? *

Have you already started Social Security benefits? *

Is your spouse also approaching Medicare eligibility? *

Are you currently working with a financial advisor or Medicare agent? *

What’s your biggest concern about Medicare or retirement planning? *

Where do you live? *

What is your estimated household retirement savings? *

Full Name *

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This quiz is designed for individuals age 63–67 who are planning to enroll in Medicare now or within the next 12 months.
If you're already enrolled and want a second opinion on your coverage and financial plan, you’re still welcome to complete the quiz and request a free call.

Avoid the Medicare Mistake That Could Cost You Thousands

in Retirement

This quiz is designed for individuals age 63–67 who are planning to enroll in Medicare now or within the next 12 months.If you're already enrolled and want a second opinion on your coverage and financial plan, you’re still welcome to complete the quiz and request a free call.

This quiz is designed for individuals age 63–67 who are planning to enroll in Medicare now or within the next 12 months.
If you're already enrolled and want a second opinion on your coverage and financial plan, you’re still welcome to complete the quiz and request a free call.