Medicare Appointment Types
ROADMAP/Initial Consultation with HTA
Approaching age 65, Planning for Retirement, or simply curious about Medicare?
GOLDMAN SACHS- AYCO
AEP PLAN REVIEW
Already enrolled in Medicare Part A & B and want to shop your existing
Medicare Advantage, Medicare Supplement and/or Prescription Drug Plan?
DIMATTEO CLIENTS
Thursdays ONLY Please
Follow Up or Enrollment Appointments
Choose this appointment if a client has already had a Roadmap appt with a Medicare Advisor in the last 12 months.
If last Roadmap appointment was over 12 months ago, schedule a new Roadmap