Resources

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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 www.Medicare.gov

Social Security: 1(800) 772-1213 or online at www.SSA.gov

These are the OFFICIAL government websites and phone numbers and the only sites/numbers that you should ever provide your personal information to. Any other site/number is not government related and could potentially use your information for marketing purposes or unsafe practices.

 

Working With Us/How To Request A Review

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 or phone discussion. Please print off the following forms and email/mail/fax them to us as soon as you can. This information is used only to make a suitable recommendation for you.
Medicare requires that we obtain your documented permission to talk with you prior to our discussion. The Scope of Sales Appointment Form is this official form and tells us what products you are interested in discussing so that we can be fully prepared.

If you are a current client requesting a drug plan review, we need the “Part D Drug List”, “Scope of Sales Appointment Form” and the “Authorization Form.”
*If you are a new client needing drug coverage, we’ll need to know what medications you are taking.  Download and complete “Part D Drug List” and “Scope of Sales Appointment Form.”

If you are a current client requesting an Advantage plan review, we need the “Part D Drug List”, “Medicare Advantage Doctor List”, “Scope of Sales Appointment Form” and the “Authorization Form.”
*If you are a new client interested in a Medicare Advantage plan, we need to know the prescriptions that you take and the doctors you see so that we can discuss in-network and out-of-network differences.  Download “Part D Drug List”, “Medicare Advantage Doctor List” and “Scope of Sales Appointment Form.”

 

Pre-Appointment Forms

Select the following appropriate 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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