When Booking a Medicare Appointment

I look forward to serving your Medicare needs. In order to stay compliant with CMS (Centers for Medicare and Medicaid), all Medicare Advantage and Prescription Drug Plan related appointments and conversations will require a form called a "48 Hour Scope of Appointment", also known as a SOA. When using this site to book your appointment, please select a time and day that is at least 48 hours from now. I will personally reach out and send you this very quick and easy to fill out form either via text message or email. This form is essential and is required by law, and basically it documents that we will be discussing Medicare Advantage or Prescription Drug plans. This is for your protection.