1. Greeting

Your appointment is scheduled and basic information is gathered to better understand your specific needs.

2. Research

Our team researches the information to discuss the right option for your plan.

3. Prepare

A complete plan is prepared for our clients concerning their Medicare, Social Security, or long term planning.

4. Meeting

Learn how to properly enroll in Medicare, whether you’re turning 65 or past 65 and leaving your company benefits.

5. Pick Your Plan

Our team will answer all your questions and help you enroll into Medicare and the right plan that fits your needs.

6. Follow Up

After your appointment a team member will follow up with you and answer any questions you may have.

7. Review

It is important to stay up to date with changes concerning your plans. Be sure to schedule your yearly review.

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