Plan Review or Follow-Up
Need a short follow-up or plan check-in? This is perfect.
Service Description
This 30-minute session is ideal if we've already spoken and you're ready to review your current Medicare plan, compare a couple of options, or finalize the next step. Whether you're checking in on upcoming changes, need help with paperwork, or want to confirm your benefits, we’ll use this time efficiently to make sure everything’s in order. It's a great mid-point option when you need more than a quick answer—but not a full walkthrough.
Cancellation Policy
By booking an appointment, you acknowledge that this form also serves as your Scope of Appointment (SOA). - Completing this form does not obligate you to enroll in a plan. - Your signature authorizes a licensed agent to contact you about the product types you selected. - If you have already completed this form with us for the same appointment period, you do not need to complete it again. - Appointments may be rescheduled by contacting us directly. Thank you for helping us keep everything simple and compliant!
Contact Details
9713662500
HelloKentFarley@gmail.com