Guides & Checklists

Looking for resources to help you plan ahead for retirement or understand your Medicare options? You've come to the right place.

From the Medicare 101 Email Course to the popular End-of-Life Funeral Planner, these guides and checklists will help you prepare for retirement and beyond.

And remember: we have a team of friendly, local agents ready to help you through the Medicare and retirement maze. Give us a call at 217-423-8000 for free, personalized help today.

Get Your End-of-Life Funeral Planner

What songs should play at your funeral? What memory is most important to you? What years did you serve in the military? Who should your family contact? Write it all down today.

Get Your Planner

Get Your “Turning 65” Checklist

Still searching your mail, emails, and Google for the answers? Finish your Medicare to-do’s now with the free "I'm Turning 65" Checklist

Get My Checklist

Calculate Your Medicare Costs Today

Create a Medicare action plan by estimating your total monthly premiums for healthcare and related expenses in retirement.

Get My Worksheet

The Medicare Checklist for Ages 66+

Most Medicare info on the web is for those who are new to Medicare. But what about those of us who are seasoned consumers? There’s a few things to know, and this short guide will walk you through them.

Get Yours Free

Your Guide to Medicare Parts A & B

Understanding your Medicare options is important, because making a decision without the facts can cost you money. See what Medicare, Medigap, and you – pay for.

Get It Now

Get a Free Policy Review

Do you have the best plan with the best rate? Schedule a free policy review, and we'll help you compare all your options.

Review My Policy

Free Medicare 101 Email Course

From a mailbox bursting with Medicare flyers to penalties, you don’t want to miss a thing. This 5-day course features simple explanations & easy action items, so you can take control of your own Medicare plan.

Instant Sign Up!

Get a Prescription Drug Plan Comparison

Whether your premiums change or not, there's a good chance that the medications covered by your plan change yearly. Let us help you choose the best plan.

Get Started

Get Your Medicare Part D Cheat Sheet

Run your own Medicare drug plan comparison today with this free tutorial equipped with screenshots, instructions, and advice from our Part D experts.

Get My Cheat Sheet

Get Your AEP To-Do List

This easy-to-understand list for the Annual Enrollment Period will help you save money, ensure your benefits are the best they can be, check that your doctors are still in network, & more.

Get My To-Do List

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Meet Our Agents

Rachel Petersen

Rachel Petersen

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