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Medicare Phone Interview

Phone Interview


Evaluate your current status.

Determine what your objectives are. Your retirement timeline.

Medicare Consulting



Discuss the enrollment process, timeline and procedure. Explain the different parts of Medicare and the coverage. Review Medigap and Medicare Advantage Plan. Find an Enrollment plan that best suits you.

Medicare Services

Annual Review


Review your current plan. Examine current drug plan. Enrollment in a different plan if warranted. (This should be done annually between Oct. and Dec.

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