Use our guide to prepare to meet with your Medicare Advisor

Medicare Annual Enrollment Decision-Making Worksheet

Prepare for Medicare Open Enrollment (Before You Meet Your Medicare Insurance Advisor)

Open Enrollment can feel like a lot. New terms. Too many plan options. And a fear of picking the “wrong” coverage.

This worksheet helps you walk into your Medicare Insurance Advisor appointment prepared—so you can clearly explain your needs, ask the right questions, and feel confident about your next step.

What this guide is (and who it’s for)

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What you’ll do inside the worksheet

In plain language, you’ll work through:

· Your lifestyle and routines (so your plan fit real life)

· Your healthcare “must-haves” (doctors, specialists, prescriptions, therapies)

· Your travel and time-away-from-home needs

· Your preferences for flexibility vs. predictable costs

· Your questions list for your Medicare Insurance Advisor

By the end, you’ll have a clear summary you can bring to your appointment.

Why this worksheet works

Most people show up to an enrollment meeting with a few questions—and a lot of missing details.

This worksheet helps you:

· Reduce overwhelm by breaking the decision into small steps

· Avoid forgetting important information during your appointment

· Make sure your advisor understands what matters most to you

· Feel more confident that your plan choice matches your needs

Created by Your Nurse Advocate Consulting

We’re Linda Kritikos and Pam Dunwald—Registered Nurses and Board-Certified Patient Advocates with 80+ years of combined experience.

We help families and aging adults reduce stress, get organized, and make clearer healthcare decisions. We’re independent and focused on what’s best for you.

Important note

This worksheet is educational and organizational support. It does not provide insurance, legal, or financial advice, and it does not replace guidance from a licensed Medicare Insurance Advisor.