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Current Progress
Current Progress
Current Progress
Current Progress
Current Progress
Current Progress
Current Progress
Current Progress
Current Progress

>Step Four: Disclaimer and Scope

We do not offer every plan available in your area. Any information is limited to those plans we do offer in your area. Please contact medicare.gov or 1-800-MEDICARE to get information on all your options.

SCOPE: We offer Medicare Advantage plans, Medicare Supplement plans, Prescription Drug plans, Dental, Vision and Hospital Indemnity. Do you want to continue discussing these plan options on (today's date)? 

  • Are you looking for yourself or yourself and someone else?
  • Do you make your own healthcare decisions? If NO get POA name and relationship. Do you give permission for me to discuss your health-related information with (POA's Name)
  • Do you have Tricare, CHAMPVA or VA coverage


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