You have successfully scheduled your appointment with us!

Before our appointment, please fill out our client intake form here.

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

See you soon!

How to join the virtual meeting?
  1. You should have received an email with a link to our RingCentral meeting. Click on the link.

  2. A separate webpage will open and it will prompt you to either download the app on your computer or join the meeting through your web browser. 

         It's easier and faster to join using your browser.

RingCentral meeting
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