Before our appointment:

• You will receive a link to an electronic Scope of Appointment form that will need to be completed at least 48 hours prior to our meeting. By rules of Medicare, before any appointment, we must obtain documentation proving that you gave us permission to talk to you, along with the types of plans you want to discuss.

• If you are having issues filling out your form, please follow these instructions.

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Also, please remember to have this at the time of the appointment:

• your Medicare card

• a voided check if you wish your premium payment to come out of your bank account

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See you soon!