Resources

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Working with Imagine Insurance Advisors is Easy

Helpful resources. That’s what we offer and provide. At Imagine Insurance Advisors, we interact with all sorts of professionals in our industry on a daily basis. We want to be a resource for you if we can’t help you or if you don’t know where to go.

If you need help finding the right person to assist you, please give us a call. We know elder law attorneys, home health care organizations, financial planners, realtors, and many other professionals that we trust that we can recommend to you. If you don’t know where to turn, turn to us and allow us to connect you with someone that can help you most.

If you or a family member has been diagnosed with a specific disease, there are organizations available to give you valuable information and support. We quite possibly may know one.

Important Web Links

Medicare – 800-MEDICARE (800-633-4327) or online at www.Medicare.gov

Social Security – 800-772-1213 or online at www.ssa.gov

Working With Us

If you want to work with us, many times there is information that we will need ahead of time in order for us to be prepared for our appointment. You can print off the following forms and email/mail/fax them to us before your appointment. We use this information to find a suitable plan 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 need to know the doctors you see so that we can find a plan where they are in the network.

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

Pre-Appointment Forms

Visit the following links and then print out the forms.

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

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