Forms · New clients
Starting out? There’s very little to do first.
Book a time and Barb will bring everything with her. If you’d rather get a head start, there’s one form below.
Start with a conversation
There’s no cost and no pressure, and Barb will bring whatever paperwork applies to your situation — which saves you filling in anything that turns out not to matter.
Scope of Appointment
Medicare requires this before an agent can discuss any Medicare plan with you. It records which topics you’re happy to cover and nothing else — it doesn’t commit you to anything, and it takes about two minutes. Only needed if we’ll be talking about Medicare.
What about the questionnaire?
There’s one short questionnaire about your doctors, prescriptions and what matters to you — the same one whether you’re coming up to Medicare or looking at a health plan under 65. Barb sends it out once you’ve got an appointment booked, so it arrives already knowing who you are. Nothing for you to chase.