A Step-by-Step Preparation Guide

Preparation Is Your Key to Success

This is a step-by-step guide to give you guidance as you prepare to explore new plan options for 2026. Your health, doctors, prescriptions, personal preferences and more all affect which plan will serve you the best! And that’s where we come in! Since we are appointed with all the different companies in your county, we are able to reach into our “tool box” and help you choose the “best” tool for the job. We will not leave you alone to try to figure out between so many plans which one will work best for you. We will answer your questions and ask many questions.

The information we gather from your answers will help guide us to the plan that is just right for you. Are you ready? If not yet, with our help you soon will be!

The Information We Will Need for Our Appointment
  • Name as on Medicare card
  • Physical and mailing address
  • Medicare ID number
  • Part A and Part B effective dates
  • Email address
  • Cell phone number
  • Date of birth
  • Names and addresses of current doctors
  • List of current prescriptions with dosages