Our services

Medicare Planning

We assist clients in evaluating their Medicare options to ensure they select coverage that aligns with both their health priorities and financial goals. From Original Medicare and Medicare Supplements to Advantage and Prescription Drug plans, Acclivus provides the clarity and confidence clients need to make well-informed choices.

Our approach

How we help

01

Understand your coverage windows

Your Initial Enrollment Period, the Annual Election Period each fall, and Special Enrollment Periods all carry different rules. We map your dates first so a missed window never costs you a penalty.

02

Compare the paths side by side

Original Medicare with a Supplement, or Medicare Advantage. Each path fits a different mix of doctors, prescriptions, travel habits and budget. We lay out what each means for you specifically.

03

Check your doctors and prescriptions

A plan is only as good as its network and formulary. Before any recommendation, we verify your physicians, hospitals and medication list against the plans available in your county.

04

Review every year

Plans change annually. We re-check your coverage each Annual Election Period so it keeps pace with your health and your budget.

Common questions

Have more questions?

Does it cost anything to work with an Acclivus advisor on Medicare?

No. Our licensed agents are compensated by the insurance carriers, and the premium you pay is the same whether you enroll through an agent or directly with the carrier.

When can I enroll or change my Medicare coverage?

Most people first enroll during the 7-month window around their 65th birthday. After that, the Annual Election Period runs October 15 through December 7 each year, and certain life events open Special Enrollment Periods. We help you confirm which windows apply to you.

Should I choose a Medicare Supplement or Medicare Advantage?

It depends on your doctors, prescriptions, budget and how you travel. Supplements offer broad provider access with predictable costs; Advantage plans often bundle extra benefits with network trade-offs. We walk through both paths with your specifics before you decide.

Quick check

Tell us where you stand

Three quick questions about medicare — your answers go straight to a licensed advisor, who replies with guidance specific to your situation. No generic packet.

1. Where are you in your Medicare journey?
2. What matters most to you in a plan?
3. When would you like guidance?

Free · 2 minutes · no sign-up to see your score

How ready is your retirement plan, really?

Eight questions reveal which gap to close first — income, health coverage, care costs or legacy. Most people find at least one they hadn't thought about.

Take the readiness quiz

Take the first step toward financial clarity

Schedule a complimentary consultation and get a personalized strategy tailored to your goals, your timeline, and your future. No cost. No obligation.

Insurance and annuity products:

Are Not FDIC Insured
Are Not Bank Guaranteed
May Lose Value
Are Not Deposits
Are Not Insured by Any Federal Government Agency
Are Not a Condition to Any Banking Service or Activity

The Acclivus Group (TAG) and its advisors are licensed insurance professionals. Insurance products, including Medicare plans, life insurance, and annuities, are offered through licensed insurance agents and are subject to the terms, conditions, and limitations of the issuing carrier. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

We do not offer every plan available in your area. Currently we represent organizations which offer products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. Not connected with or endorsed by the United States government or the federal Medicare program.

The Acclivus Group and its advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is for educational purposes only and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy.