As a Medicare beneficiary, you are eligible to switch plans from October 15 to December 7. Medicare Advantage Plan rates, benefits, and availability change annually, so it's important for us to meet during this time to make sure you are on the best plan for you.

Once you select a date and time, you will receive an on-screen appointment confirmation. Please click on the "Launch Pre-Appointment Survey", which will take you to RetireFlo.

There, you will enter your up-to-date prescriptions, doctors, and preferred hospitals, as well as the Sales Scope of Appointment. It's important to complete the entire survey, even if your medications or doctors haven't changed. Once complete, you will receive an email confirming the appointment. If you and your spouse would like to conduct a review at the same time, then please select concurrent appointment times.