Prepare for your health coverage discovery call
Answer these quick questions about your current health coverage. Your advisor will review your answers before the call so you can spend your time comparing better options, not hunting for paperwork.
- Save your answers & print them for the call
- No account required — everything stays on your device
- Takes about 2 minutes to complete
About how much are you paying each month for your health insurance?
Are you currently taking any prescription medications? If so, which ones?
Do you have any doctors or specialists that you see regularly?
Do you know what your annual maximum out-of-pocket is on your current plan?
What do you usually pay for:
"Thanks for answering those. That gives me a good idea of what you're working with. Let me compare that to what I have & see if there's an opportunity to improve your coverage or lower your costs."
Request your free Medicare review
Most calls take under 20 minutes. No pressure, ever — & never any cost to you.