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A Message From Me

STEP 1: Schedule Your Annual Review

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MAKE SURE YOU GET A CONFIRMATION MESSAGE BEFORE CONTINUING!

(It will say " Your meeting has been confirmed.")
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STEP 2: Update your Medications and provider list.

Updating us on your list of medications and medical providers allows us to shop around to find big savings, and to ensure your medications and providers are covered by your insurance in 2025.

STEP 3: Sign the Scope of Appointment Form

This form allows me to discuss your plan updates for 2025. It does not sign you up for anything, and does not obligate you to anything.  You have signed this form before, we just need an updated copy.

***** This form will be emailed / texted to you after you schedule your annual review. *****

©2023 by Health Insurance Specialties. We are not connected with or endorsed by the United States government or the federal Medicare program. Currently we represent 8 organizations which offer 48 products in your area. We also represent a large selection of Medicare Supplement plans. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) for help with plan choices. By providing your name and contact information you are consenting to receive calls, text messages and/or emails from a licensed insurance agent about Medicare Plans at the number provided, and you agree such calls and/or text messages may use an auto-dialer or robocall, even if you are on a government do-not-call registry.   Cellular carrier charges may apply. This agreement is not a condition of enrollment or provision of services.  You may change your contact preferences at any time by contacting the agency

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