BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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      • Social Security Webinar
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      • Medicare Questionnaire
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NEW AGENT RULES FOR MEDICARE 2023
Medicare now requires Medicare Agents to: 
  • GATHER a SCOPE of Appointment
  • RECORD Phone and Online Meetings per CMS regulations (More Info and FAQ)
  • STATE THIS DISCLAIMER
This call is being recorded for quality assurance.
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.
ONLINE MEETINGS
Most of our meetings will be ONLINE using Free Software that is very easy to use. (These are required to be recorded per CMS rules)

THREE SIMPLE STEPS TO JOIN ONLINE
  1. CLICK on this link - https://meet.google.com/dyp-uhiy-abk
  2. CLICK on ASK TO JOIN
  3. Enter your name when prompted and that is it!!!

*** If for some reason it does not work, I will call you within a few minutes of our time
PHONE MEETINGS
Please call (425) 588-0394
This will direct you to my phone at which time the call will be recorded and stored for 10 years per Medicare Requirements. 
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For more information about Medicare RULES (More Info and FAQ)
Our Agent RECORDED Phone Number  for Medicare is
(425) 588 - 0394 

All phone calls and Online Meetings made TO and FROM our Agent Phone Number  listed above and Online Meetings are:
  • Recorded
  • HIPPA Compliant
  • Accessible only to agent
  • Stored by for 10 years per CMS regulation

DO YOU WISH NOT TO BE RECORDED?
I understand that you do not wish for the call to be recorded. However, new government regulations require certain calls with Medicare Beneficiaries to be recorded in their entirety. The purpose is to maintain quality and help ensure that the information that you receive is accurate. ​Does that make sense now?

What if you want to OPT OUT?
Then we must end the call as this is NOT an option with Medicare. (More Info and FAQ) 

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We appreciate your Online Review!
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Resource Page
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Vendor Bookings

Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865
​
INFO@BIRDSEYEFINANCIAL.COM
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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

AZ #7101306, CA #4140429, FL #W825259, ID #863617, MA #2176921, OK #3001663224, OR #7101306, TX #2695866, WA #190780

This calculators and illustrations on this website are 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.
  • 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
      • 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
  • Planning
    • Retirement Analysis
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management
    • Federal Benefits >
      • Federal Benefit Kit
    • Business Tax Credit >
      • Research & Development Tax Credit
      • Employee Retention Tax Credit
      • Resources
  • Insurance
    • Annuities
    • Medicare >
      • Medicare Questionnaire
      • Medicare Networks
      • Medicare Clients
      • Medicare Rules
    • Long-Term Care
    • Premium Financed
    • Life Insurance
    • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Index Links
    • Required Minimum Dist (RMD Calculator)
    • Calculators
    • Professional Referrals
    • Bankrate Interest Rates
    • Zillow Home Value
    • Slides >
      • Slides - Intro Step
      • Slides - Hegna
      • Slides - Strategy
      • Slides - Taxes
      • Slides - Invest
      • Slides - Buffer
      • Slides - FIA
      • Slides - Income
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis
    • Application >
      • Beneficiary Form
    • Retirement Portal
    • Rate our Service
    • Refer a Friend