Scope of Appointment

This document allows you and me to discuss various Medicare products.

• Click ‘I am not a robot’.
• Click to proceed once you see the agent information.
• You are considered the “beneficiary,” so fill in your initials, name, phone, and address. It does not matter what you put in the meeting preference area, but please know. if you have not previously discussed an appointment time/date, putting it in those fields does not set an appointment by itself.
• Fill in signature and click submit and download.