Preparing For Your Consultation

  1. Complete and return our Client Information Forms.   Please make every attempt to return them  to us prior to your first appointment.

  2. Bring your Medicare card, if you have one. If you have not already applied for Medicare and would like us to assist you, bring your Social Security user id and password (if you have already created a Social Security online account). Social Security processes Medicare applications.

  3. If you are enrolling in an insurance plan and you prefer to have insurance premiums deducted from your bank account, bring your account information with you.

  4. Jot down any questions you may have and bring them to the appointment to be sure we address them.

  5. Feel free to bring a trusted individual with you if you want or need assistance in making your insurance decisions.

  6. Lastly, relax, our job is to simplify the process for you.  Our goal is to educate you to make informed decisions.

If you’ve scheduled a consultation… great! We can’t wait to meet you. But before we get together, there are a few things you can do to prepare. The steps outlined below will ensure that you get the most out of your consultation.