Medicare Appointment Types
ROADMAP/Initial Consultation with HTA
Approaching age 65, Planning for Retirement, or simply curious about Medicare?
GOLDMAN SACHS- AYCO
MED SUPP PLAN REVIEW
Already enrolled in Medicare Part A & B and want to shop your existing
Medicare Supplement 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
15min Medicare Call Back
Client is already working with an HTA Medicare Advisor and would like to schedule a 15-minute call for questions.
All calls will be returned within 4 business hours of the time selected.