In most cases, Medicare eligibility is straightforward. But there are some situations where a client may not have the required 40 Social Security work credits to be eligible for Medicare. While this is an uncommon situation, it is far from rare. There are many follow-up questions that should be asked of the client to determine if they are eligible for Medicare.

To help make this easier, we have created the “Am I Eligible For Medicare Part A and Part B” flowchart. It addresses some of the most common Medicare eligibility issues that arise:

• Eligibility if disabled
• Eligibility if a client has less than 40 work credits
• Situations that require a premium for Medicare Part A

CLICK THE FLOWCHART BELOW TO DOWNLOAD YOUR COPY:

Please let us know if you have any questions about your eligibility or retirement income planning. We are here to help!

This information is intended for educational purposes, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services.