STEP 1
Please take a moment to read our introductory letter below explaining why we have taken this one on one consultation approach.
STEP 2
We have two consultation options available. Please review the differences in services and cost for each option.
STEP 3
In order to customize your plan to meet your needs, we will need to research plan designs, costs, provider networks, and covered medications. This takes time and will need to be completed before our consultation. You may see a preview of the information that will be needed by clicking on the questionnaire preview link, but please click on the “Submit my Consultation” button that will take you to our secure site to submit the Questionnaire and Payment information.
STEP 4
Before your scheduled appointment, please review the Consultation Checklist. There is important information provided with a list of items to bring to your meeting. If you would like to see if you qualify for Advanced Premium Tax Credits to help you pay a portion of your premium, please also download and bring the Marketplace Tax Credit Questionnaire and the 2020 Income Estimate Worksheet. Again, these two documents are only needed if you are trying to apply for the subsidy. The Federal Poverty Guidelines Chart will assist you in seeing if your income qualifies for the assistance. If unsure, please complete the form and bring it with you.
Federal Poverty Guidelines Chart
In order to customize your plan to meet your needs, we will need to research plan designs, costs, provider networks, and covered medications. This takes time and will need to be completed before our consultation. Please click on the “Submit my Consultation” button that will take you to our secure site to submit the Questionnaire and Payment information.
…..ARE YOU READY? LET’S BEGIN!