In accordance with Medicare and CMS regulations, consumers are required to provide authorization at least 48 hours before a scheduled appointment for a licensed broker to discuss Medicare plan options. This advance consent ensures we remain fully compliant with CMS guidelines and allows us to provide you with a thorough, accurate, and personalized plan review.

By completing the form, you’ll be directed to RetireFlo, where you can securely share essential details — including your current doctors, prescriptions, and preferred pharmacy. Providing the most accurate information possible helps us calculate your estimated costs and verify network availability, allowing us to recommend the most suited plan to meet your healthcare needs.