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How to Prepare for your Medicare Solutions Consultation

Signed up for Medicare: Check!

 

Contacted a trusted, local Medicare Representative: Check!

 

Made an consultation Appointment: check!

 

Now what to bring, and what to expect from this appointment?

  1. You should have received an electronic or paper Scope of Appointment. This form is critical so that you can speak to your trusted agent about different Medicare plans. Please be sure to complete this before the appointment.

 

  1. You also need to bring a copy of your current doctors, facilities, medications, and health conditions. This will help the agent assess your needs and find the plan best for you.

 

  1. Any current Medicare information including your Medicare card, any financial help you receive to pay your insurance premiums, and current plan information. The more you bring, the more your agent can help you.

 

An itemized list will be sent to each client that requests an appointment with a MedicarePlansofTexas.com Expert. We will also send you a reminder 24 hours before your appointment.