Do you prefer to meet in person? Currently we are offering in person appointments on Thursdays.

These 50 minute appointments are great for discussing Medicare, new policies, or complicated situations.

Please indicate in the notes what you would like to discuss so that we can better prepare for the meeting.

Are you a new client, interested in a new policy, or just need some extra time? The 50 minute phone call is for you!

Please indicate in the notes what you would like to discuss so that we can better prepare for the meeting.

Please note that all video calls are recorded.

This is a video appointment to discuss Medicare plans - and that means that you are 65 or older.

Please indicate in the notes what you would like to discuss so that we can better prepare for the meeting.

A scope of appointment form must be filled out at least 2 days prior to the meeting, and all video calls will be recorded and kept for 10 years.

This is a phone appointment to discuss Medicare plans - and that means that you are 65 or older.

Please indicate in the notes what you would like to discuss so that we can better prepare for the meeting.

A scope of appointment form must be filled out at least 2 days prior to the meeting, and all phone calls will be recorded and kept for 10 years.

This is an in person appointment to discuss Medicare plans - and that means that you are 65 or older.

A scope of appointment form must be filled out at least 2 days prior to the meeting. Please indicate in the notes what you would like to discuss so that we can better prepare for the meeting.

In person appointments are not recorded.

Do you have a quick question or don't need a lot of time? Schedule a 20 minute video call.

Please indicate in the notes what you would like to discuss so that we can better prepare for the meeting.

Please note that all phone calls are recorded.

Do you have a quick question or don't need a lot of time? Schedule a 20 minute phone call.

Please indicate in the notes what you would like to discuss so that we can better prepare for the meeting.

Please note that all phone calls are recorded.

Are you a new client, interested in a new policy, or just need some extra time? The 50 minute video call is for you!

Please indicate in the notes what you would like to discuss so that we can better prepare for the meeting.",

Please note that all video calls are recorded.