Preparing for Your First Appointment

To ensure we are fully prepared to identify the best solutions for your needs, please have the following information available at your initial consultation.

Medicare Consultations

Please bring:

• Medicare ID

• Medicaid ID (if applicable)

• A current list of your doctors

• A complete list of medications, including dosage, frequency, and refill details

Life Insurance Consultations

Please have the following information ready:

• Basic personal information (Full Name, Address, Date of Birth, etc.)

• Health history

• Coverage goals and objectives

• Beneficiary information

• Banking information (if applicable)

• Details of any existing life insurance coverage

Having this information prepared will help us provide you with accurate recommendations and a smooth, efficient consultation.