Upcoming Medicare Open Enrollment

The Medicare Annual Enrollment Period (AEP) is coming up and runs from October 15th through December 7th. During this time, individuals already enrolled in a Medicare Advantage (MD) or Medicare Prescription Drug Plan (MPDP) can review and make changes to their coverage. Any updates made will take effect on January 1, 2026.

Our Covenant team collaborates with HTA’s Client Services Team to provide complimentary education and guidance for our clients. HTA can assist you in evaluating your options by comparing plans from 30+ leading insurance carriers, explaining the details of each product, and supporting you through the enrollment process. Even after enrollment, their team remains available to answer questions and provide ongoing support.

For those who have enrolled in a Medicare Advantage plan outside of HTA enrollment, you will have the opportunity to contact HTA during the annual enrollment period to shop your plan for a 1/1/26 effective date.

For clients with a Medicare Prescription Drug plan obtained outside of HTA enrollment, shopping that plan through HTA for 2026 will not be available. This service is reserved exclusively for those who have enrolled directly through HTA.

If you are not yet eligible to enroll in Medicare and plan to enroll in the future, the ideal time to contact HTA is 6 to 12 months before your 65th birthday, or prior to retirement if you are age 65 or older.

Please feel free to contact HTA directly at 610-430-6650, option 1. There is no fee for this concierge service. 

We invite you to visit our Medicare page on our website to access additional content and to get started.

As always, we welcome you to schedule time directly with our team to ask any specific questions that you may have about Medicare or your own financial planning and investment needs.

HTA, Covenant Wealth Strategies and LPL Financial are all separate unaffiliated entities.

Covenant Wealth Strategies and LPL Financial are not endorsed by or affiliated with the U.S. Centers for Medicare and Medicaid Services or any government agency.