Let's Find the Best Medicare Plan for You!

We’ll help you compare your options and find the best fit—without the hassle. Medicare isn’t one-size-fits-all, and the right plan depends on your doctors, medications, and priorities. Provide that, and we’ll handle the rest.

Safe & Secure
Your information is collected through a HIPAA-compliant, secure survey.

Why It Matters
Plans vary widely. Knowing your doctors and medications allows us to recommend the most appropriate options.

How It Works
Click the link below → select “Answer a Few Questions” → Continue.
You’ll be guided through a quick, secure survey via RetireFlo.

Important
One survey per person. Couples need to complete separately.

Need Help?
If the survey isn’t convenient, we can gather your info another way—just let us know.

• 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.