New Client Inquiry Form

Scope of Appointment Form

Medicare Part B SEP for Employer

Request for Employment Information (CMS-L564)

Medicare Part B SEP for Employee

Application for Enrollment in Part B

(CMS-40B)

Medicare Coverage Options

There are 2 main ways to get your Medicare coverage click to learn more. 

Medicare Part B and D Costs

Medicare Supplement (Medigap)

Medicare & You Handbook

Medicare Basics 

Inflation Reduction Act - 2023 Handout

Medicare Prescription Payment Plan (M3P) 

Understanding Your Medicare Premium Bill (CMS-500)

4 Ways to pay your Medicare Premium Bill