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Client Portal
RELAUNCH Coming soon

Visit the Client Portal for Exclusive Client Materials. A thank you from Us to You!

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Frequently Asked Questions

Do I have to sign any new paperwork?


Glad you asked! In most instances, if you are happy with your plan you do not need to do anything as your plan will automatically renew and roll over to next year. If you would like to review or ask any questions we are here. Don't hesitate to contact us.




When can we discuss plan changes for upcoming year?


You should receive an "Annual Notice of Change" booklet from your insurance company by the end of September and we can begin discussing those changes starting October 1st. It is against Medicare regulations to discuss changes before October 1st. Patience is a virtue.




When can I make a plan change?


The Medicare Annual Enrollment Period runs from October 15th through December 7th. If you are new to Medicare you may have a different enrollment period, consult us. If you have a life change, like moving, you may also qualify for a Special Enrollment Period. If you are unsure don't hesitate to contact us!




Will we be at the K&W Cafeteria this year?


Due to state restrictions and for the safety of our Clients we are not holding meetings this year at the K&W cafeteria. We will still be available at our office and we currently plan to be in the Walmart on Garden Rd. in Burlington (subject to change). Check back in with us for updates.




How can I find out about plan changes for next year?


1. Your insurance company sends "Annual Notice of Change" booklet detailing changes. 2. Visit this Client portal for updates from us. 3. Call us. 4. Email or chat with us. 5. 1on1 meeting.





Educational

Meetings

We won't try to sell you anything. Our "Welcome to Medicare" Meetings provide an introduction to all the parts of Medicare A, B, C, and D. 

We discuss Medicare coverage and options to fit your unique situation. 

We provide individualized guidance and support

"Welcome to Medicare"

What are the parts of Medicare A, B, C, & D?

Cost and Penalties that may affect you this year?

Is Medicare Supplement a good option for you?

Medicare Prescription Drug Coverage?

How does Medicare cover Dental, Vision, and Hearing?

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We Take Covid-19 Safety Seriously

We follow the current CDC and State Guidelines. We will take all precautions to make sure we can all stay safe.