Medicare Guides & Downloads

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.

What to print

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.

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Start My Medicare Checkup

Talk with Alan Explore Medicare Topics

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.

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.

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

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 on this site for a date sketch — not an official determination.

We are not affiliated with or endorsed by the U.S. Government or the federal Medicare program.

Education only — not a plan recommendation and not an enrollment. (626) 214-5774 (TTY 711).