How to Check Medicare Extra Help Eligibility For Your Clients

Did you know that CMS estimates three million Medicare beneficiaries aren’t enrolled in the government’s Medicare Extra Help program but could benefit from it? In this episode of the Agent Survival Guide, we see what this program is and how it can help your clients.

 

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Resources:

8 Powerful Practices for Selling Prescription Drug Plans

How to Help Clients Avoid Medicare Late Enrollment Penalties

How to Save Beneficiaries Money on Prescription Drugs at a Preferred Pharmacy

The Beginner's Guide to D-SNPs

The Part D SEP Triggers That Can Help You Post-AEP

What Agents Can't Say During Medicare Sales Appointments

 

References:

“Apply for Medicare Part D Extra Help Program.” Social Security, www.ssa.gov/medicare/part-d-extra-help. Accessed 23 Mar. 2026.

“CMS Issues Additional Guidance on Program to Allow People with Medicare to Pay Out-of-Pocket Prescription Drug Costs in Monthly Payments.” CMS.Gov, www.cms.gov/newsroom/press-releases/cms-issues-additional-guidance-program-allow-people-medicare-pay-out-pocket-prescription-drug-costs#:~:text=The%20Medicare%20Prescription%20Payment%20Plan%2C%20which%20goes%20into%20effect%20in,-of-pocket%20cost%20upfront. Accessed 23 Mar. 2026.

“Extra Help With Medicare Prescription Drug Plan Costs.” Social Security, secure.ssa.gov/i1020/Ee001View.action. Accessed 23 Mar. 2026.

“Get Lower Prescription Costs with the Extra Help Program.” Kaiser Permanente, healthy.kaiserpermanente.org/georgia/shop-plans/ready-for-medicare/extra-help. Acce