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We look forward to helping you find the best plan! Please complete the form on this page. Please note if you leave the page before submitting the form, your progress will not be saved.

Intake Questionnaire

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Medicare Pre-assessment

Completing this form is completely optional. Providing information give us feedback so we can learn more about what you are looking to get from your Medicare options. *The information supplied will not be shared with any 3rd party.
Your Name(Required)
Your Address(Required)

Your Current Coverage

Your Profile

How Familiar are you with your Medicare options?
Do you know the differences between Medicare Advantage and Medicare Supplement?
Would you prefer a plan with a low to zero monthly premium and a maximum out of pocket or to pay a premium (i.e. $125 - $200/month) and have low out of pocket medical expenses?
Are you more comfortable with having a insurance network that is local HMO and possibly lower co-pays vs National – PPO and higher out of pocket/co-pays
How would you feel about your insurance carrier requiring you to obtain prior authorization for certain services?