WHAT QUESTIONS DO YOU HAVE?
MEDICARE OPTIONS can be complicated and confusing to many seniors. However, we take an approach of educating you and servicing you annually so you are able to better understand all the choice that you have.  As a licensed agent, we offer most plans in your county and will take the time to help you figure it out.
We help you solve the confusion!!!
​Call our office (360) 722-7889​
Choose an Option
Medicare Education
Nationwide Plans
SCHEUDLE AN APPOINMENT WITH US
We can help you find the right plan for your needs at NO COST.  Please complete our Medicare Questionnaire!!!
ANNUAL ENROLLMENT
Allows Medicare beneficiaries to either:
  • Choose a Medicare Advantage plan with or with out a Part D Drug Plan
  • Choose a Medicare Supplement and choose a stand-alone Part D Drug Plan
  • Choose to go back to original Medicare with No Drug Plan
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OPEN ENROLLMENT
Allows Medicare beneficiaries already enrolled in a Medicare Advantage plan a one-time election to either:
  • Switch to a different Medicare Advantage plan, OR
  • Switch from a Medicare Advantage plan to Original Medicare with or without a Part D prescription drug plan.
  • WHAT IS ALLOWED?
SPECIAL ENROLLMENT
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INITIAL ENROLLMENT
HOW TO APPLY FOR MEDICARE
HOW TO APPLY FOR MEDICARE
You are provided with a SPECIAL ENROLLMENT window that allows you to apply for Part B when you turn 65 or leave employer coverage. Choose a method below:
HOW TO SUBMIT FORMS YOU PRINTED:
  • Fax, send the two forms listed above to 833-914-2016
  • By MAIL, send the forms listed above to your local Social Security office
  • In Person, you can visit your local Social Security office to obtain and return these two forms listed above.
  • By Phone, you may call Social Security at 800-772-1213 (three months prior to when you need Part A & Part B turned on.
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WHEN IS PART B activated
What if I’m already getting benefits from Social Security or the Railroad Retirement Board (RRB)?
If you’re getting these benefits, in most cases, you’ll automatically get Part A and Part B starting the first day of the month you turn 65. If your birthday is on the first day of the month, Part A and Part B will start the first day of the prior month. You’ll get the “Welcome to Medicare” package that welcomes you to the program. This package is mailed about 3 months before your 65th birthday. 
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What if I’m close to 65, but not getting Social Security or Railroad Retirement Board (RRB) benefits? 
If you aren’t getting Social Security or RRB benefits (for example, because you’re still working) and you want Part A or Part B, you’ll need to sign up (even if you’re eligible to get free Part A). If you’re not eligible for free Part A, you can buy Part A and Part B. 
Addtional Resources
​MEDICARE RESOURCES
NEED HELP PAYING FOR... ​GET INFORMED
Are you a Washington State Public Employee?
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Everett WA Office
3809 BROADWAY
Everett, WA 98201
Office: 866-563-4595
Fax: 833-950-2616
SCOPE OF APPOINTMENT
This form is required for those over age 65 who wish to have us present Medicare plans. 
SAMPLE of SCOPE
MEDICARE RULES AND COMPLIANCE. (MORE INFO)
Contact DSHS (Dept Social and Health Health  Services)
Texas - 800-963-7111
Washington - 800-833-6384     WEBSITE LINK
*** This information is provided as a courtesy. Please verify that the forms and processes have not changed. 
We appreciate your Online Review!
ONLINE MEETING LINKS
Google Meet
Ring Central
Birdseye Financial
​136 Hillside Drive E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865

​INFO@BIRDSEYEFINANCIAL.COM
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The content of the Birdseye Financial website, email, fax, social media, text messages, online meetings, and phone calls are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from Birdseye Financial employees/contractors are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in communication (via Website, Email, Fax, Text, Social Media, in person, or by phone) is not intended to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and its employees/contractors are not tax, legal, or investment advisors and are not operating in such a manner. Any advice you receive should be taken as non-tax, not legal, and non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we recommend LifePro Asset Management. Please know investments in the market carry an inherent element of risk. No investment in the market or strategy can guarantee a profit or prevent a loss. Any illustrations used in the sales or service process are to be considered hypothetical and for explanatory purposes only. 

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours prior to any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

Birdseye Financial and its employees/contractors are not employees/contractors of Medicare, the government, insurance company or any other agency. We are independent licensed agents. All calculators and illustrations shown or sent from our website, email or any other means are designed to be informational and educational only. They do not constitute investment advice. We encourage you to review your insurance and investment strategies periodically as your financial circumstances may change. On many products it is important to note that PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS OR INTENDED TO PREDICT ACTUAL PERFORMANCE. ACTUAL INTEREST CREDITING RESTULTS WILL VARY BASED ON MARKET CONDITIONS, INDEX ALLOCATIONS, AND INTEREST CAPS, RATES, SPREADS, PARTICIPATION RATES and possible Fees. The use of different time periods and funding amounts can cause results to differ from other products. Illustrations may be based on hypothetical historical data. 
 
State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services.

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