Medicare Decisions That Need a Second Look with Sandra Juetten (Ep. 19)
Medicare can feel difficult to sort through when plan options, provider networks, prescriptions, costs, and enrollment rules can all affect your decision.
How can you understand what fits your situation without assuming the plan that worked last year will still work next year?
In this episode of Zombie Advisor, James Knapp speaks with Sandra Juetten, Director of Individual & Medicare Business at Schatz Benefits Group, about making Medicare decisions with more clarity. Sandra explains Medicare Parts A and B, Medicare Advantage and Medigap options, provider networks, prescription coverage, annual plan reviews, enrollment periods, and why personal circumstances should guide plan selection.
Sandra discusses:
- How Medicare enrollment begins with deciding whether to enroll in Parts A and B or defer coverage
- Why prescriptions, doctors, specialists, and travel habits can influence Medicare plan selection
- How provider networks and drug formularies can create meaningful differences between insurance plans
- Why Medicare coverage should be reviewed annually as carriers, costs, benefits, and health needs change
- How proactive communication can help clients respond when a doctor or major facility leaves a network
- And more!
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- Boyum Wealth Architects
- LinkedIn: James Knapp, CFP®
- LinkedIn: Boyum Wealth Architects
- info@boyumwa.com
- Subscribe to the podcast here!
Connect with Sandra Juetten:
About Our Guest:
Sandra Juetten is the Director of Individual & Medicare Business at Schatz Benefits Group, where she helps individuals and families better understand their health insurance and Medicare options. With more than a decade of experience in the insurance field, Sandra focuses on making complicated terminology easier to understand and helping clients compare coverage based on factors such as doctors, prescriptions, provider networks, travel, and healthcare needs. Her approach is highly personal and service-focused, with an emphasis on staying in touch with clients as plans, costs, and coverage options change from year to year.
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