Guidance for Medicare, Marketplace Health, Gap Coverage, and Life Insurance in FL & GA

Before You Book: Required Steps for Medicare Appointments

If you wish to discuss Medicare Advantage (Part C) or Prescription Drug Plans (Part D), Medicare regulations require a completed Scope of Appointment (SOA) form before our meeting. This is a critical regulatory step.

• Important: The SOA is strictly a prerequisite to a compliant appointment and is NOT an application or a commitment to enroll in any plan.

Step 1: Complete Your Scope of Appointment (SOA)

Click here to access a secure Client Intake Form, which conveniently includes the necessary SOA authorization. I cannot hold your scheduled time without this form.

Step 2: Select Your Preferred Time

Choose a 90-minute slot for an in-office or phone appointment that works for you via the secure calendar below to review your options with Justin. 

(for mobile users, choose a date and scroll down to view available time slots)