Or Family, Coworker, or ?
​

 WE 

REFERRALS

Want us to help someone you care about with their Medicare Advantage or Medicare Prescription Drugs Plans?

  1. Give them our phone number and encourage them to call us directly.
  2. Call them, then call us doing a three way call.  
  3. Do NOT provide us with their phone numbers, but if you leave us their names and addresses & a description of the kind of help or advice their looking for we will write them.
DID YOU KNOW...... that well meaning laws prohibit Health Insurance Agents from making initial calls to anyone desiring help with Medicare Advantage or Medicare Prescription Drug Plans, UNLESS they gave documented permission to call at an earlier date.  Basically, they can call us, but we can't call or email them without prior permission.  I sure wish direct tv, or campaign phone solicitors had this same law, don't you.  Also, there's another simple required step of documenting an appointment, called a "Scope of Appointment", which I'll explain when they call.  Thank you for helping us, help others and remain in compliance with the good laws of Medicare.

    Who are you referring?  If it's for help with a Medicare Advantage or Medicare Prescription Drug Plan help, please see note to the left for specific instructions.
"Our Mission Is To Serve,
​                   Our Passion Is To Care"