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THANK YOU FOR SCHEDULING AN APPOINTMENT; I LOOK FORWARD TO MEETING WITH YOU! PLEASE CLICK THE FOLLOWING PAGES TO PROPERLY PREPARE FOR OUR MEETING.

________________________________________________________________________________________________________________________________    The First page is required for EVERYONE. The Second page is required for NEW clients. The Third page is requested for EVERYONE, but not required.

Electronic Scope of Appointment Confirmation Form

Please click the picture to go to my online form. This form is required by Medicare before I may discuss your plan options and specifics. By completing this form, you are simply giving me permission to discuss the information with you. Completion of the form does not enroll you into any plan.

Client Intake Form

Please click the picture above to complete the client intake form. This provides me with the information I'll need to adequately research your plan options. Without this information, I can speak in generalities, but I will not be able to give you costs/plan information tailored to your specific needs.

If you or your spouse is currently not eligible for Medicare and is looking for under 65 health insurance, please click the picture BELOW.

Your Personal Medicare.gov Account

Each person receiving Medicare has the ability to create an account on Medicare's website. This account offer many useful features that may interest you. In addition, it offers several useful features that I am able to assist you with, if you provide me permission to do so. Please click the picture to be taken to the electronic form that will give me permission to access your Medicare.gov account. This is NOT a requirement for enrollment.

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