Medicare Help

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Complete These Forms Before Scheduling An Appointment

Rx Form

Submit if you are a new client OR if your Rx or Providers have changed since last meeting.

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Scope of Appointment

This is required and you must submit before a meeting.

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Medicare Plan Review

In order for me to dedicate the time and effort that I want you to have, I ask that you review the resources and THEN and only then book a time if you need to make a change.