Printable one-pagers you can keep: an appointment checklist, a priority worksheet, and the 7-month Initial Enrollment timeline. Fill them in at home. Bring them to your Zoom.
Use Print these pages for three one-pagers. They are educational worksheets — not a plan comparison and not an enrollment form. You do not need to upload medical records to this website.
The yearly book
If you want a longer written guide, Alan’s yearly book Medicare 2026 is updated each year. It is education — how Medicare is built — not a recommendation of any Medicare product. Learn at your own pace before you talk with a licensed agent.
Three one-pagers. Fill them in at home. Bring them to your Zoom.
Medisure Agency · one page to keep
Before your Medicare appointment
Check what you have. You do not need to send medical records to this website.
Medicare card (red, white, and blue), if you have one
Current insurance cards (employer, Advantage, Medigap, Part D, Medi-Cal)
List of doctors and hospitals you want to keep
List of pharmacies and prescriptions (names only — no diagnoses required)
Recent plan mail, such as an Annual Notice of Change
Questions you want Alan to explain in plain English
A family member, caregiver, or authorized representative who may listen in
We are not affiliated with or endorsed by the U.S. Government or the federal Medicare program. 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 (TTY users should call 1-877-486-2048) 24 hours a day/7 days a week to get information on all of your options.
To send a complaint to Medicare, call 1-800-MEDICARE (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week. If your complaint involves a broker or agent, be sure to include the name of the person when filing your grievance.
Education only — not a plan recommendation and not an enrollment. (626) 214-5774 (TTY 711).
Medisure Agency · one page to keep
What matters most (pick up to 3)
Rank 1, 2, and 3. Bring this ranking to your review. It is not a plan pick.
Keeping my doctors and hospital
Prescription costs
Lower monthly premium
Predictable medical bills
Travel or time away from this ZIP
Extra benefits (dental, vision, hearing)
We are not affiliated with or endorsed by the U.S. Government or the federal Medicare program. 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 (TTY users should call 1-877-486-2048) 24 hours a day/7 days a week to get information on all of your options.
To send a complaint to Medicare, call 1-800-MEDICARE (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week. If your complaint involves a broker or agent, be sure to include the name of the person when filing your grievance.
Education only — not a plan recommendation and not an enrollment. (626) 214-5774 (TTY 711).
Medisure Agency · one page to keep
Turning 65: the 7-month Initial Enrollment Period
The Initial Enrollment Period (IEP) usually starts 3 months before the month you turn 65, includes your birthday month, and continues 3 months after. Confirm your dates with Social Security and Medicare.gov.
13 months before. IEP can open. Signing up early can help coverage start when you want.
22 months before. Still in the window.
31 month before. Still in the window.
4Birthday month. Part A and Part B can start this month for most people.
51 month after. Still in the window.
62 months after. Still in the window.
73 months after. IEP usually ends. Waiting later can mean a gap or a penalty unless an exception applies.
If your birthday is the 1st of the month, coverage can start a month earlier. Use the eligibility calculator for a date estimate — not an official determination.
We are not affiliated with or endorsed by the U.S. Government or the federal Medicare program. 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 (TTY users should call 1-877-486-2048) 24 hours a day/7 days a week to get information on all of your options.
To send a complaint to Medicare, call 1-800-MEDICARE (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week. If your complaint involves a broker or agent, be sure to include the name of the person when filing your grievance.
Education only — not a plan recommendation and not an enrollment. (626) 214-5774 (TTY 711).