What to expect during your appointment

• We will discuss where you are in your Medicare journey.

• We’ll answer any specific questions you have about Medicare and walk you through the Medicare process.

• Based on your personal situation we will explain the differences and review options with you.

• We will review your existing prescriptions and show you what options & drug plans are available in your area based on the 2025 formulary.

• We will assist you in making any changes or enrollments you choose to make.

• Finally, as your personal healthcare agent we will make sure you have our contact information and we are always available to assist you via phone, text or email going forward.