Schedule your Medicare review
Pick a day and time, and I'll call you then. It's a relaxed, one-on-one conversation, and there's no cost for my help.
- 1Choose a day and time that suits you
- 2Add your name, phone and ZIP code
- 3I call you at that time
Calendar not opening? Open it in a new tab (opens in a new tab)
Rather talk now? Call (239) 441-4581. If I'm with a client, leave a message and I'll call you back.
We do not offer every plan available in your area. Currently we represent 6 organizations which offer 51 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
What to expect
- A relaxed, one-on-one conversation by phone or video.
- We'll review your situation, your doctors, and your prescriptions.
- You'll leave with clear next steps — with no obligation to enroll.
What to have ready
- A list of your doctors and preferred pharmacy
- Your prescriptions and doses
- Details about any employer or retiree coverage
- Your Medicare card, if you already have one (please don't enter your Medicare number on this website)
Scope of Appointment
Medicare requires a Scope of Appointment before we discuss Medicare Advantage or Part D plans. Before we meet, I'll send a short form so you can confirm the topics you'd like to cover.
Scheduling an appointment does not obligate you to enroll in a plan.