Pre-Appointment Forms
The SOA form or the Scope of Appointment form, is to be filled out 48 hours prior to a Medicare meeting. It is required by CMS that we obtain this form from everyone. By filling out and signing the form, you are giving us permission to discuss Medicare options with you.
This form is for you to fill out ahead of time, if you choose to, which will allow us to review your prescriptions and see what you need coverage for. Remember that your are not required to share this information, however, the more information we have the better we can serve you.
This form is used to collect the household information that is needed if you are looking to get health insurance through the state program Pennie. Pennie bases premium on household income so please be aware we will need to know income information.
Financial Questionnaire
This form is to be used if you are looking to have an appointment to discuss life insurance and annuities. This will go over some of the questions we would ask in our appointment ahead of time. You can send the form ahead of time or you can simple bring it with you if you prefer.