Medicare Resources
Our goal is to provide you with Medicare assistance when and where you need it most. These important documents and forms are here to help you during each step of the process.
1
Getting Started with Medicare
Did you know that you should actually start your Medicare enrollment before you turn 65? Get started with this one-page, step-by-step PDF!
2
Learning the Basics of Medicare
A guide from United Healthcare that walks you through the very basics of Medicare. A helpful document for anyone about to enroll for Medicare benefits.
Medicare Insurance Plans



Free Resources
Download valuable Medicare resources and materials here.
Scope of Sales Confirmation Form
This form is required prior to a one-on-one marketing appointment to ensure understanding of what will be discussed between the agent and the Medicare beneficiary (or their authorized representative). All information provided on this form is confidential and should be completed by each person who has Medicare or their authorized representative.