WELCOME TO MEDICARE
​​Our goal is to service our clients at the highest level possible. In doing so, we touch bases with you every year. We check your doctors, medications and speak with you about your personal needs and how they may change from year to year. This information below will help us serve you better prior to our next conversation.
MEDICARE QUESTIONNAIRE
Please share with us who your doctors are and what medications you need
SCHEDULE ON OUR CALENDAR
After your Questionnaire, you can pick a date and time on our calendar that works best for you. On the day of our appointment we will either call you or ask that you click on the ONLINE meeting link depending upon your choice.
Medicare Questionnaire

    Tell us about your  needs...

    Since Medicare is based upon your location, what is your address?
    Your Contact Information
    Tell us about your needs...
    Spouse Information (If Applies)
    Tell us about your needs...
    By submitting this form, you consent to a follow-up call by Birdseye Financial and their representatives. You acknowledge that we have requested your CONSENT TO CONTACT as per the rules of Medicare. If you are 65 years old or older, we will be required to ask you for an electronically signed SCOPE of appointment prior to our discussions of Medicare. This SCOPE simply allows us to discuss the different types of Medicare plans that you are interested in.  By providing your contact information, you agree to allow a licensed sales person to contact you regarding Medicare options or to enroll in a plan. I understand that the person who will be discussing the plan options with me may e compensated based on my enrollment in a plan. ​
Now let's book a time to meet online or over the phone...
IMPORTANT DATES FOR MEDICARE
Retiring from an Employer
When your turning age 65
Annual Changes to Medicare
We appreciate your Online Review!
Resource Page
​Vendor Bookings
Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Phone # 360-722-7889
Fax #425-412-6865
​INFO@BIRDSEYEFINANCIAL.COM
The contents of this website are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from our company are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and its employees are not tax or legal advisors and are not operating in such a manner. Birdseye financial and those working for the company are not licensed Investment Advisors which prohibits us from offering such advice. Any advice you get should be taken as non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we partner with LifePro Asset Management. *Investing carries an inherent element of risk. No strategy can guarantee a profit or prevent a loss. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary or investment advice. Any illustrations used are hypothetical and were used for explanatory purposes only. THANK YOU!

MEDICARE MANDATORY DISCLAIMER
“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options.” (MORE DETAIL)

State Licenses
​LICENSES: AZ #7101306, CA #4140429, FL #W825259, ID #863617, MA #2176921, OK #3001663224, OR #7101306, TX #2695866, WA #190780

This calculator is designed to be information and educational tool only, and when used alone, do not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. We also encourage you to review your insurance and investment strategy periodically as your financial circumstances change.

This report is for illustration purposes only. PAST PERFORMANCE IS BASED ON HYPOTETHICAL HISTORICAL DATA AND IS NO GUARANTEE OF FUTURE RESULTS OR INTENDED TO PREDICT ACTUAL PERFORMANCE. ACTUAL INTEREST CREDITING RESTULTS WILL VARY BASED ON MARKET CONDITIONS< INDEX ALLOCATIONS< AND INTEREST CAP RATE / SPREADS / PARTICIPATION RATES. The use of different time periods and amounts will vary results.

S&P 500 and S&P are registered trademarks of Standard and Poor's Financial Services LLC. No annuity or financial product discussed herein is not sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and non of the Stand and Poor's Financial Services LLC, S&P Down Jones Indices LLC, or their affiliates makes any representation regarding the advisability of purchasing an insurance or financial product.