MEDICARE QUESTIONNAIRE
As you know Medicare can be complicated with many options and benefits. We ask that you start with our simple Medicare Questionnaire that will gather the details we need to be prepared for our meeting. |
SCHEDULE ON OUR CALENDAR
After you complete the Medicare Questionnaire, we ask that you choose a date from our calendar. This will allow you to choose a date and time that works best for you. We prefer ONLINE meetings so you can see our computer screen. So a computer works best. |
Please take a few minutes now to submit this form.
Medicare Questionnaire
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.
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.
Now let's book a time to meet online or over the phone...
IMPORTANT DATES FOR MEDICARE
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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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