BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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    • Medicare >
      • Medicare Questionnaire
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    • Slides - Intro Step >
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      • Slides - ALL
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
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    • Application
    • Beneficiary Form
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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. Please complete the Medicare Questionnaire and book your appointment as this will help us to better serve you during our appointment.
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MEDICARE QUESTIONNAIRE (SEE BELOW)
Please share with us your basic contact information, your list of doctors, any medications you currently take, and your type of needs that may apply. We will do our homework prior to our meeting to make sure your needs are met.
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SCHEDULE AN APPOINTMENT
After the Questionnaire, you will be asked to select a date and time on your calendar that works best for you. When your appointment arrives we will either call you or meet you online depending upon the selection you have chosen.
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Generic Sample
SCOPE OF APPOINTMENT
This form is required for those over age 65. It provides us with your permission to discuss Medicare with you BUT does not enroll or change any Medicare  plans you may currently have. This form is now required 48 hours prior to our meeting as per CMS who regulates our industry. If you need this form we will send it to your email and you can easily complete it using the online link we provide you or filling in the GENERIC SAMPLE and uploading it to our SECURE SERVER.

Medicare Questionnaire

    Tell us about your  needs...

    Since Medicare is based upon your location, what is your address?
    Your Contact Information

    WHO ARE YOUR DOCTORS AND SPECIALISTS?

    WHAT MEDICATIONS ARE YOU TAKING?

    Spouse Information (If Applies)

    WHO ARE YOUR DOCTORS AND SPECIALISTS?

    ​WHAT MEDICATIONS ARE YOU TAKING?

    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 may be compensated based on my enrollment in a plan. ​
Submit
Now let's book a time to meet online or over the phone...
IMPORTANT DATES FOR MEDICARE
Retiring from an Employer
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When your turning age 65
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Annual Changes to Medicare
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We appreciate your Online Review!
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ONLINE MEETING LINKS
Google Meet
Ring Central
Birdseye Financial
​
136 Hillside Drive E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865

​
INFO@BIRDSEYEFINANCIAL.COM

birdseyefinancial.com
​Vendor Bookings
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The content of the Birdseye Financial website, email, fax, social media, text messages, online meetings, and phone calls are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from Birdseye Financial employees/contractors 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 communication (via Website, Email, Fax, Text, Social Media, in person, or by phone) is not intended 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/contractors are not tax, legal, or investment advisors and are not operating in such a manner. Any advice you receive should be taken as non-tax, not legal, and non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we recommend LifePro Asset Management. Please know investments in the market carry an inherent element of risk. No investment in the market or strategy can guarantee a profit or prevent a loss. Any illustrations used in the sales or service process are to be considered hypothetical and for explanatory purposes only. 

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours prior to any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

Birdseye Financial and its employees/contractors are not employees/contractors of Medicare, the government, insurance company or any other agency. We are independent licensed agents. All calculators and illustrations shown or sent from our website, email or any other means are designed to be informational and educational only. They do not constitute investment advice. We encourage you to review your insurance and investment strategies periodically as your financial circumstances may change. On many products it is important to note that PAST PERFORMANCE 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 CAPS, RATES, SPREADS, PARTICIPATION RATES and possible Fees. The use of different time periods and funding amounts can cause results to differ from other products. Illustrations may be based on hypothetical historical data. 
 
State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services.


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 sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and none of the Stand and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates make any representation regarding the advisability of purchasing an insurance or financial product. This applies to all indexes used.
  • Home
  • About
    • Welcome to Birdseye
    • Who We Are
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Inflation Impact
    • Rule of 100
    • Sequence of Returns
    • Volatility Buffer >
      • Volatility Buffer Webinar
    • Tax Strategies >
      • Tax Free Income
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • ROTH Conversion
      • Tax Declassified Webinar
      • Qualified Charitable Donation
      • Business Tax Credit
    • Educational Webinars >
      • Taxes Declassified
      • Top 10 IRA Mistakes
      • Taxes in Retirement
      • 3 Economic Strategies
      • Five Key Areas of Retirement
    • Educational Videos
    • Documentaries
    • Recommendations
  • Planning
    • Retirement Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management >
      • LifePro Questionnaire
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Business Tax Credit >
      • Research & Development Tax Credit
      • Employee Retention Tax Credit
      • Resources
  • Insurance
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Enrollment
      • Medicare Networks
      • PEBB Benefits
      • Medicaid Special Needs
      • Medicare Rules
      • Medicare Meetings
      • Medicare Education
    • Annuities
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Financed
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Index Links
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Slides - Intro Step >
      • Slides - Hegna
      • Slides - Strategy
      • Slides - Taxes
      • Slides - Invest
      • Slides - Buffer
      • Slides - FIA
      • Slides - Income
      • Slides - Pension
      • Slides - ALL
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • Application
    • Beneficiary Form
    • Rate our Service
    • Refer a Friend