Pre-Enrollment

Please complete Scope of Appointment form to have a meeting with us to discuss your Medicare options and UPLOAD securely here

Using our Pre-Enrollment Checklist will help to ensure that you have everything in order to make your enrollment process as fast and effortless as possible.

You may call 1-800-Medicare (1-800-633-4227) when aging into Medicare to file an appeal if your income has significantly dropped since your tax return from two years prior in order to reduce your Part B premium if you are subject to Part B and Part D income-related monthly adjustment amount (IRMAA).
Medicare Options
Medigap Policy
Scope of Appointment
List of Prescriptions
Get Your Checklist

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 of your options.

You may wish to review Medicare costs at the links below.

  1. Medicare Costs at a Glance
  2. Part B Costs & IRMAA
  3. Part D Costs & IRMAA
  4. Ways to Pay Part A & Part B 
  5. Medicare Easy Pay