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Let's Find the Best Medicare Plan for You!

We’re excited to help you explore your Medicare options and find the plan that fits your needs. To do this, we’ll ask for some basic information about your doctors and current medications. This ensures your providers are covered and your prescriptions remain affordable.

Safe & Secure
Your privacy is our priority. The survey we use to gather your information is HIPAA-compliant and fully secure, so your information is protected.

Why It Matters
The survey helps us research your medications and gather your provider names. Because provider networks can be tricky, we’ll personally verify which networks your doctors belong to. If your

How It Works
Click the link below to go to our secure partner site. Select “Answer a Few Questions” and then hit Continue. You’ll be taken to RetireFlo, where you can easily start entering your information.

Important to Know
Each survey is for one individual only. If you are a married couple, both spouses will need to complete their own survey separately.

Need Help?
The survey is a helpful tool to simplify gathering your information. If you experience any difficulties, don’t worry — there are other ways we can collect what we need. Just let us know, and we’ll be glad to help.

Helpful Tips for Filling Out the Survey
  • All fields are optional, but the more up-to-date and accurate your information, the better we can match you with the right Medicare coverage.
  • If you need to go back at any point, just click the Previous Question button in the upper left corner of the screen.
  • Medications: Be sure to include dosage and how often you take each one.
  • Doctors/Providers: If your Primary Care Doctor or Specialist does not show up in the search, select “I can’t find my doctor” and type in their name.
  • Scope of Appointment Form: Medicare requires a new Scope of Appointment each year before we can discuss your insurance needs. Please:
    • Initial the following: Stand-alone Prescription Drug Plans (Part D), Medicare Advantage Plans (Part C) 
      and Medicare Supplement (Medigap)  
    • Sign at the bottom (choose a signature option)
    • Products We Don’t Offer: The form includes sections for Hospital Indemnity and other Ancillary Products. We don't offer these products, so you don't need to complete that section. If you do choose to initial it, that's perfectly fine too.