SMW Financial Credit Union has partnered with TruLync Medicare Advisors to give our members access to trusted Medicare guidance at no cost.
You don't have to figure out Medicare on your own
Turning 65 brings a lot of changes, and Medicare is one of the biggest. If you're wondering where to start, you're not alone. Whether you're approaching Medicare eligibility, already enrolled, or simply want a second opinion on your current coverage, a licensed Medicare advisor can help you understand your options in plain language and answer your questions without the pressure.
Medicare Doesn't Have to Be Complicated
There are deadlines to keep track of, coverage choices to compare, and plenty of unfamiliar terms along the way. It can feel like a lot, but you don't have to figure it out by yourself.
A TruLync Medicare Advisor will take the time to understand your situation, explain how Medicare works, review your current coverage if you're already enrolled, and help you compare your options so you can make an informed decision. If your needs change down the road, they're available to help then, too.
Whether you're retiring, continuing to work, helping a spouse, or simply planning ahead, you'll have someone to guide you through the process.
Medicare Guidance as a Member Benefit
At SMW, we know that financial wellness goes beyond checking accounts and loans. Healthcare costs are an important part of planning for retirement, and having the right Medicare coverage can help you feel more confident about the future.
That's why we've partnered with TruLync Medicare Advisors. It's another way we're helping our members navigate life's important financial decisions with trusted guidance.
If you'd rather learn before meeting one-on-one, TruLync also offers educational Medicare seminars and webinars throughout the year. Contact them to learn about upcoming sessions.
Ready to Get Started?
Talking with a licensed Medicare advisor is free, and there's no obligation to enroll in a plan.
Phone: 800-477-0764 (TTY: 711)
Email: [email protected]
Hours:
Monday through Friday
9:00 a.m. to 5:00 p.m.
6-8 months Before Enrollment: Attend Educational Event
Learn about Medicare basics, eligibility and receive take home resources.
Join Us at an Upcoming Webinar!
Join the TruLync Medicare Advisors virtually and learn more about the basics of Medicare. During our time together, you will learn more about the cost, coverage, and when to start your Medicare enrollments. Medicare is not a one size fits all and our team will provide you with the right information, so you can take the next steps with confidence in your Medicare journey. Offering various sessions to accommodate with your schedule, find one that works best for you!
Register for Michela Slind's Webinar
Register for Tammy Kausch's Webinar
4-5 months Before Enrollment: Prepare
If you’re collecting Social Security benefits, you should be automatically enrolled in Medicare Parts A&B.
If you’re not collecting Social Security benefits, contact your local Social Security office to enroll in Medicare Parts A&B. You may want to delay enrolling if you continue working and enrolled on an employer health plan.
If you’re switching from an employer-sponsored health plan, are 65 or older and planning retirement, contact Social Security to sign up for Medicare Parts A&B.
2-3 months Before Enrollment: Sign Up
Watch for Medicare card to arrive in the mail. Contact TruLync to compare the benefits and costs of the plans in your area, and to enroll in a Medicare plan. (Timeline may vary based on when you enroll on Medicare Parts A&B.)
By calling this number, you agree to speak with an independent health insurance agent about Medicare insurance products. TruLync Medicare Advisors is not affiliated with Medicare or any government agency and does not offer every plan available in your area. Currently, TruLync represents 8 organizations offering 61 products. Please contact Medicare.gov, 1-800-MEDICARE, or your State Health Insurance Assistance Program for information about all available options. This is an advertisement. TruLync Medicare Advisors is an independent company and is not an employee or affiliate of SMW Financial Credit Union.