Medicare requires that when I meet with you I must provide you with a “Scope of Appointment” form which you sign and I retain, granting me permission to discuss only the types of health insurance plans that are important to you.
This form is for your protection so that you are in control of what types of plans we discuss when we are together.
Whether you want to meet in a face to face setting, such as your home or a coffee shop, or if you prefer to discuss your insurance in a remote setting by phone or a Zoom meeting, you'll know all your options for accessing your Medicare benefits.
We'll talk about what you currently have and there is absolutely no pressure to make changes at any time.
If you are currently on Medicare, you'll want your red, white, and blue Medicare card with you and any other current health care membership card you're using.
You'll tell me what matters most to you in receiving healthcare and in your health insurance.
Here are some questions for you to think about before we meet:
Think about the prescription drugs that you are taking now:
Think about how and where you currently see your doctor and receive your care.
Every private health insurance plan that offers a Medicare Advantage plan has to cover the same benefits that Medicare does. This is a requirement by the Centers for Medicare and Medicaid. Some plans offer additional services or features you might find useful, such as a gym membership, transportation, or a 24/7 Nurse Advise Line.
Thinking about these points will help make your choosing a health insurance plan simpler and easier for you.
I look forward to setting a time and place to meet that is convenient for you to share with me what matters most to you.
Call me at 520-484-3807 or email me at email@example.com if you would like a licensed insurance agent call or email you about Medicare Advantage, Medicare Part D Prescription Drug Plans and/or Medicare Supplement Insurance.
My goal is to be trusted resource to you in your choosing your health insurance.
At your service,