IF you have already created an appointment with us, you can follow the link below to provide a few simple details that will allow us to serve you more efficiently.

Along with these details it will also prompt you to sign what is called a Scope of Appointment or SOA. This Medicare Scope of Appointment is a mandatory form from CMS that all beneficiaries and potential beneficiaries must sign before meeting with an insurance agent to discuss Medicare Advantage options. Also known as the Medicare 48-Hour Rule and it’s in place to protect you from high-pressure situations and scams.

By signing this form now, it frees us to discuss any and all plans available to you that would otherwise require waiting 48 hours