Downloadable Checklists & State Rate Cards

A month-by-month planning checklist to navigate Initial Enrollment Periods and avoid Part B/D penalties.

Printable financial planning sheet to calculate family coverage requirements and living benefit riders.

Document your current policies, deductibles, and premiums before meeting with your Optavise counselor.

Official state-filed benefit charts comparing deductibles, copayments, and out-of-pocket maximums.