Free Medicare Consultation

When you request a Free Medicare Consultation, you can expect a one-on-one meeting with a licensed insurance professional who will walk you through your Medicare options in clear, simple terms. During the consultation, we will review your healthcare needs, current coverage (if any), and answer your questions about Medicare Advantage, Medicare Supplement (Medigap), and Prescription Drug Plans. To make the most of your session, please be prepared to share some basic information, including your Medicare card (if already enrolled), a list of your current prescription medications, your preferred doctors or hospitals, and your household ZIP code. Having this information ready allows us to run an accurate plan comparison and ensure you receive the best advice for your situation. Remember, there is no cost and no obligation — just straightforward guidance to help you make an informed Medicare decision.

Jump to Request Form
A Medicare consultation typically consists of several structured steps designed to educate, assess, and guide a beneficiary through their Medicare options. Here’s a clear breakdown:
Introduction & Compliance Disclosures
  • Verify identity and eligibility (age 65+, disability, ESRD, etc.).
  • Explain the agent’s role (independent/representing multiple carriers).
  • Provide Scope of Appointment (SOA) form and confirm it before discussing specific plan details (CMS requirement).
Needs Assessment
  • Review current health coverage (employer, retiree, COBRA, Medicaid, etc.).
  • Ask about doctors, specialists, and preferred hospitals.
  • Review prescription drugs (name, dosage, frequency).
  • Ask about lifestyle factors (traveling, snowbird, VA benefits).
  • Assess financial situation (comfort with premiums, copays, MOOP).
Medicare Education
  • Explain Original Medicare (Parts A & B)
  • coverage and costs.
  • Compare options:
    • Medicare Supplement (Medigap) + Part D.
    • b>Medicare Advantage (Part C) with or without drug coverage.
  • Review Part D drug coverage, formularies, and drug tiers.
  • Clarify enrollment periods (IEP, AEP, SEP, OEP).
Plan Comparisons
  • Present available plans in the beneficiary’s zip code.
  • Compare premiums, copays, deductibles, MOOP, networks, and extras (dental, vision, hearing, OTC, transportation).
  • Use drug list and preferred pharmacies to compare prescription costs.
Questions & Clarifications
  • Answer beneficiary’s questions.
  • Address myths or misunderstandings (e.g., “Medicare is free,” “Medicare covers long-term care”).
Recommendation & Enrollment
  • Provide a personalized recommendation (carrier-agnostic, best-fit approach).
  • If client chooses to enroll:
    • Assist with application (paper, online, or telephonic).
    • Confirm effective dates.
    • Provide necessary forms (e.g., CMS-L564 for Part B with employer coverage).
Follow-Up & Ongoing Service
  • Confirm enrollment and welcome kit.
  • Offer support for billing, ID cards, and claims.
  • Schedule an annual Plan Check-Up during AEP.
  • Remind about year-round service for changes (SEP, moving, Medicaid/LIS status, etc.).

Free Medicare Consultation Request Form

Instructions:

Please complete the Free Medicare Consultation Request Form by providing your contact details, Medicare information (if applicable), and preferred consultation method. Be sure to indicate the type of coverage you’re interested in—such as Medicare Advantage, Prescription Drug Plans, or Medicare Supplement—and include any questions or notes in the comment section. Don’t forget to sign and date the form so we can promptly schedule your free, no-obligation consultation.

Purpose of Consultation:

Demographic Information:

Title

Current Employment Status:

Current Medicare Status:

Additional Meeting Information:

Additional Comments:

Agreement Statement:

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