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Thank you for scheduling time with me. Think of me as a resource to answer any questions you have about your current Medicare Insurance plan or to help you understand how Medicare works and the plans available to you, especially if you're turning 65 or transitioning onto Medicare after age 65. I’m passionate about helping people navigate Medicare and find the best options available to them.

Let's work together so you can make a confident, informed decision.

CMS (Medicare) has recently implemented new requirements to aid in the protection of consumers. Included are the following required disclaimers:
We do not offer every plan available in your area. Currently, we represent 7 organizations which offer 51 products in your area. Please contact Medicare.gov, 1-800-Medicare or your local State Health Insurance Program to get information on all your options. Not affiliated with or endorsed by the Government or Federal Medicare Program.

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Your appointment will be on at .

Would you like to receive a text confirmation that your appointment is scheduled? Make certain that you have entered your cell phone number in the CELL PHONE NUMBER field.

· NAME: Enter your first and last name as you use it daily. e.g. Gerald Smith would be Jerry Smith. Katherine Jones would be Kathy Jones.

· EMAIL: Your email address

· PHONE NUMBER: Your Home or Cell phone number

· CELL PHONE NUMBER: **To receive a confirmation that your appointment is scheduled, you must enter your Cell Phone Number here even if it is entered above.

· PREFERRED APPOINTMENT LOCATION: All appointments will start as a phone conversation.

· QUESTIONS OR NOTES: Any information I should know to prepare for our conversation.

Thank you again and I look forward to our phone conversation~ Kim

Required disclaimer: By providing the information above, I grant permission for a Licensed Insurance Agent to contact me regarding my Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.

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