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We’ve worked hard to create a wealth of knowledge and resources that we use to help you.

Over time, we have met many local professionals that work in other industries, such as senior housing, elder law attornies, financial planners, and home health care. We can refer you to professionals that we know and trust to help you with other areas of service that you may need. If you have a need other than insurance, you are free to run it by us and if we know someone that can help, we will give you their contact information.


Important Organizations

Medicare: 1(800) 633-4327 or online at

Social Security: 1(800) 772-1213 or online at

Working With Us

If you want to work with us, there is information that we need ahead of time in order for us to be prepared for our appointment. Please print off the following forms and email/mail/fax them to us before your appointment. This information is used only to make a suitable recommendation for you.

If you need drug coverage, we’ll need to know what medications you are taking.

If you are interested in a Medicare Advantage plan, we also need to know the doctors you see so that we can discuss in-network and out-of-network differences.

Medicare also requires that we get your permission to talk with you prior to our discussion. The Scope of Sales Appointment Form is this official documentation and tells us what products you are interested in discussing.


Pre-Appointment Forms

Select the following links to download and print:

Part D Drug List PDF
Medicare Advantage Doctor List PDF
Scope of Sales Appointment Form PDF
Authorization Form PDF

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