Preparation Steps
01
Current Coverage
Bring your current Medicare Advantage or Part D plan documents to compare benefits and costs.
02
Health Records
Have your recent medical history and prescription lists ready to discuss your health needs.
03
Preferred Pharmacy
Bring your preferred pharmacy names and locations so you can ask about pharmacy networks and prescription costs.
04
Medicare Cards
Bring your Medicare card and any other insurance cards to verify your current enrollment status.
05
Financial Goals
Discuss your budget and financial goals to find a plan that fits your lifestyle and long-term needs.
06
Questions List
Bring a list of specific questions you have about your coverage or plan options to discuss.
Protect your privacy: Do not submit Medicare numbers, Social Security numbers, medical records, prescription details, or payment information through this website or ordinary email. Bring relevant materials to your appointment and ask Steve how to share information privately.