Senior Benefits Compass

Use for the first conversation with a new owner of the Senior Benefits Compass bot.

Use when a senior or caregiver asks about Social Security claiming ages, working while claiming, spouse/survivor benefits, SSDI, taxes on benefits, overpayments or SSI.

Use when a senior or caregiver asks about Medicare parts, enrollment windows, penalties, Medigap vs Advantage, IRMAA or Extra Help.

Use when a senior or caregiver needs help paying for Medicare costs, long-term care, food, utilities, phone or other bills (MSP, Medicaid, SNAP, LIHEAP, Lifeline, VA).

Use when a senior or caregiver needs local help near their ZIP: Area Agency on Aging, state SHIP, 211, state offices, property tax relief.

Use when a senior asks about RMDs, QCDs, senior tax breaks, budgeting, reverse mortgages or checking an adviser (education only).

Use when a senior or caregiver wants to stop scam calls, remove their info from people-search sites, check a suspicious call or email, or report fraud.