How long do appointments typically last?

Plan on about 90 minutes, though some appointments wrap up sooner depending on what we need to cover. I’d rather have the time set aside so we’re never rushed.

Do I need to complete a Scope of Appointment for phone consultations?

Yes. An SOA is required for all consultations any time Medicare Advantage or Part D benefits are to be discussed — the process is quick and easy, and it's designed to protect you.

What if I need to cancel my appointment?

Easy. Click the Cancel Event button in your confirmation email. Simply email me when you're ready to re-schedule, or even better, re-visit the calendar and choose a new time.

Do I have to pay a cancellation fee?

Never. Life happens, and I never want you to feel locked in. That said, I do ask for as much notice as possible — a consultation is typically 60 to 90 minutes, and that time is held exclusively for you. A quick email or call goes a long way.

Do I have to enroll during the appointment?

No. You are under no obligation to ever enroll. That said, I'm happy to submit an enrollment for you — with your permission — and that can be done during our first consultation.

Medicare Appointments

Your Time. Your Questions.

Scope of Appointment (SOA)

Complete an SOA in order to discuss Medicare Advantage or Part D benefits. It’s a Medicare requirement meant to protect you.

No Obligation. Ever.

The SOA is not an application and does not enroll you in any health insurance plan — nor does it obligate you to enroll.

Your Information Stays Private

Read more about SOA requirements and information handling by visiting my Privacy Policy → for further details.

Option 1: The Easiest Way to Get Started

To review Medicare Advantage or Prescription Drug Plan (Part D) benefits, an SOA is required.

why choose this step

Convenience — the link below lets you share details about your Medicare needs and complete an SOA at the end

Although sharing details is not required, doing so will help make the most of our time together

The Scope of Appointment (SOA) is the final step — simply type your name to submit

Complete My Secure Form ↗

Option 2: Schedule Your appointment

If you’d like to explore Medicare Supplement Insurance options, no paperwork is needed before we meet.

Schedule Your Medicare Appointment ↗

What to Expect

Medicare decisions are among the most important you’ll make. What works for your neighbor may not work for you — I’ll help you find coverage that fits your unique health needs and budget. You’ll have a local and independent resource in your corner long after enrollment.

Not Sure Where to Start?

One conversation with a local, independent agent can cut through the noise. No pressure, no obligation.

Start the Conversation →