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Enrollment Checklists
—Prepare with Confidence, NotConfusion

Getting started with Medicare, life insurance, or retirement planning doesn’t have to feel
overwhelming. Our enrollment checklists are designed to walk you through what to gather, what
to expect, and what to do next—step by step.

At Integrity Financial Solutions Group, we work with clients across Arizona and beyond to make
the process clear and calm. Whether you’re preparing for retirement or helping a loved one,
these checklists will help you stay organized and informed.

Need help along the way? Fill out our contact form or schedule a free consultation anytime.

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Medicare Enrollment Checklist

Before enrolling in Medicare, make sure you have:

  • Your Medicare ID or Social Security number
  • Employer coverage details (if retiring or delaying Part B)
  • A list of current medications and providers
  • Understanding of enrollment timelines (Initial, SEP, etc.)
  • Knowledge of plan types (Original Medicare, Supplement, Advantage, Part D)

Bonus Tip: Document your expected healthcare needs and budget to guide plan selection.

Want help reviewing your options? [Download the checklist] or contact us for a personal review.

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Life Insurance Application Checklist

When applying for a life insurance policy, be ready with:

  • Personal identification and contact information
  • Health history and any recent diagnoses
  • Current medications and primary doctor contact
  • Financial goals for the policy (e.g., income replacement, final expenses)
  • Beneficiary information

Bonus Tip: Consider whether you want a policy with living benefits or riders like long-term care.

Ready to start? [Download the checklist] or schedule a no-cost policy review.

Schedule a Free Medicare Consultation

Annuity Planning Checklist

Thinking about an annuity? Gather and consider:

  • Current retirement income sources (Social Security, pension, etc.)
  • Retirement timeline and budget needs
  • Risk tolerance and income preferences (guaranteed vs. growth)
  • Whether you want lifetime income, legacy benefits, or both
  • Existing accounts (IRA, 401(k), savings) for potential rollover

Bonus Tip: Jot down your goals—like protecting principal, avoiding taxes, or simplifying income.

Unsure if an annuity is right for you? [Download the checklist] or talk to our team.

Fill Out the Form to Get Started

Need Personalized Help?

These checklists are just the start. Everyone’s situation is different, and our team is here to help you move forward with confidence. Whether you’re brand-new to Medicare or rethinking your retirement income, we’re ready to walk through it with you.

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