Healthcare

Planning for healthcare expenses alone can be a complex endeavor for clients. We provide materials that make it easy to start the conversation and help your clients make sense of their Medicare options. 

Map Out Your Clients' Healthcare Retirement Plans with the Healthcare Expense Analyzer

Download, fill out, and email the attached form to the Retirement Strategies Group to receive a specialized report for your clients regarding their projected healthcare expenses.

 
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Download and fill out the form

 

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Email the form back

 

 

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Get a specialized report sent to your inbox

 

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Share the report with clients

 

Help Clients Understand Their Medicare Options

Use this brochure to explain the Medicare options for health planning, including information about Medicare (Parts A—D), costs, eligibility, and enrollment. 

Know Your Medicare Options
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Medicare Enrollment Options

Review the following Medicare enrollment periods to find the right window for your clients' needs.

Enrollment PeriodsEnrollment Window
Initial EnrollmentBegins three months before a person's 65th birthday and ends three months after.
Annual EnrollmentRuns from October 15 through December 7
General Enrollment (for those who missed initial enrollment)January 1–March 31
Special EnrollmentA temporary window assigned on a case-by-case basis for life events such as moving, losing employer coverage, or qualifying for extra financial help

Resources

Healthcare Costs Vary Greatly. Personalization Is Key.
Healthcare Costs in Retirement
Household Expenses by Age Groups

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Pacific Life, its affiliates, distributors, and respective representatives do not provide tax, accounting or legal advice. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or attorney.

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Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.

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Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company. 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

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