Important Links & Downloads
Medicare and You 2025 (pdf)
DownloadMedicare Part B application (pdf)
DownloadMedicare enrollment employer form (pdf)
DownloadSocial Security Factfinder (pdf)
DownloadIRMMA adjustment request (pdf)
Download2025 Medicare Costs (pdf)
DownloadMedicare Road Map (pdf)
DownloadMedicare Roadmap Checklist (pdf)
DownloadAdvantage vs Supplement (pdf)
DownloadSupplement Graph (pdf)
DownloadHMO vs PPO (pdf)
DownloadLTC Costs (pdf)
DownloadWelcome to Medicare | Medicare
The United States Social Security Administration | SSA
Apply Online for Medicare Part B During a Special Enrollment Period (ssa.gov)
CMS 40B | CMS Part B application
CMS L564 | CMS Employment verification form
Medicare Part A and Part B Special Enrollment Period Form (cms.gov)
Request to lower an Income-Related Monthly Adjustment Amount (IRMAA) | SSA
Apply for Medicare Part D Extra Help program | SSA
What's Medicare Supplement Insurance (Medigap)? | Medicare
Drug coverage (Part D) | Medicare
Prepare for Social Security benefits | SSA
Apply for Social Security Benefits | SSA
Choosing the Right Medicare Plan Guide
Understanding Life Insurance eBook
Files coming soon.
Frequently Asked Questions
Please contact us if you cannot find an answer to your question.
If you are already receiving Social Security benefits, you will be automatically signed up with your Medicare coverage effective the 1st of the month you turn 65. if your birthday is the 1st of the month if will be effective the 1st of the month prior. If you are not yet receiving Social security benefits you want to apply 4-5 months before your 65th birthday. If you plan to continue working you still want to apply for Medicare but for Part A only.
That will depend on a number of things, such as loss of income, final expenses, & legacy wishes. It is best to consult with a licensed agent in this matter.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
You should meet with us to review your plans every year, or before any major life transition.
Medicare AEP
The date is approaching fast and we’re making preparations. Get on our calendar now. Don’t miss out!
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It’s a wrap!
The big day may have come and gone, but keep in touch as we’re always up to something new and exciting.
Terms of Service
This is a solicitation of insurance. Not connected with or endorsed by the United States government or the federal Medicare program.
Jake Purvis Consulting does not offer tax, legal, or investment advice. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice. These opinions are not intended as investment advice, nor do they predict future performance of any product. All information provided is believed to be from reliable sources, however we make no representation or warranty as to the accuracy of any statement. This information is intended to be educational in nature and does not provide a guarantee or a specific result. All copyrights and trademarks are the property of their respective owners. Jake Purvis Consulting assumes no responsibility or liability for the content of this message. The information contained herein is provided on an “as is” basis with no guarantees of completeness, accuracy, usefulness, timeliness or of the results obtained from the use of this information.
CMIP® and Certified Medicare Insurance Planner™ are owned by the parent company of Certified Medicare Insurance Planner™, DBA, The Life Man® LLC, and authorizes the use by individuals who have met the administration’s initial and ongoing certification requirements. The Federal Government, CMS, and Medicare do not affiliate with or endorse ANY professional designation, which would include the CMIP® designation.
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