Scheduling Links and Forms
- Scheduling Link
- MS Email Shopping Questionnaire
- Send to client to complete if they want us to shop their MS Plan to see if they would be underwritten
- MS QNR Completed Confirm – Scheduling Page
- Email Results- Confirmation
- Phone Appt Schedule Online- Acuity Scheduling Link-Phone
- ZOOM Appt Schedule Online- Acuity Scheduling Link-Zoom
- Already Scheduled- Confirmation
- MS QNR Completed Confirm – Scheduling Page
- Send to client to complete if they want us to shop their MS Plan to see if they would be underwritten
- LTC Health Questionnaire
- Send to client to complete if they want to schedule a LTC appointment
Medicare Enrollment Webpages
Medicare A&B
Medicare Supplement vs MAPD
- Differences between Medicare Supplement and Medicare Advantage
- Medicare Advantage Plans
- MA vs MS Pros and Cons
Medicare Supplements
- Medicare Supplement Plans
- Medicare Supplement State Variations for Guaranteed Issue
- How to Read your Medicare Supplement Quote
- MS FAQs
Prescription Drug (PDP) Plans
- Prescription Drug Plans
- 1 page PDF – PDP Overview
- Common SEPs
- EstMP-Medicare Part D Slides
- OLD—Insulin Savings Program (Senior Savings Model) ISP
- Inflation Reduction Act
- Part D FAQ’s
- Insulin FAQ
Other Coverages
- Other Coverages – Dental Vision Hearing Gym
- Dental Vision Hearing Shopping Page– Plan Info Ameritas & Aetna
Roadmap Questionnaire
PreRetirement Webpage – linked to defer auto emails from AB
Roadmap-Turning 65
- T65, Over 20 Employees, No HSA
- T65, Over 20 Employees, WITH HSA
- T65, Under 20 Employees
- T65, Coming off Group Insurance, Need to Enroll in Medicare
- T65, Coming off Individual Insurance, Need to Enroll in Medicare
- T65, Retiree Coverage
- T65, Cobra
- T65, Severance
Roadmap- Over 65- Retiring
- Over age 65, Coming off Group Insurance, Need to Enroll in Medicare
- Over age 65, Retiree Coverage
- Over age 65, Cobra
- Over age 65, Severance
Roadmap- Under 65- SSDI
- Under age 65, SSDI, Under 100 Employees
- Under age 65, SSDI, Over 100 Employees
- Under age 65, SSDI, on Individual Insurance, or Coming off Group Insurance
- Medicare and Cobra
- Medicare and HSA
Cost Analysis
PDP Plan Webpages – 2023
- Aetna-Silverscript Choice
- Aetna-Silverscript Plus
- AARP Preferred
- AARP Saver Plus
- AARP Walgreens
- Anthem MediBlue Rx Plus
- Anthem MediBlue Standard
- Highmark Blue Rx Complete
- Highmark Blue Rx Plus
- Humana Premier
- Humana Walmart Value
- Mutual of Omaha Plus
- Mutual of Omaha Premier
- Mutual of Omaha Essential
- Wellcare Classic
- Wellcare Value Script
- Wellcare Value PLUS
- Not Interested in Enrolling in a Plan
- Please review these important considerations before going without Part D Drug Coverage.
- Plan not authorized by HTA
- You were most interested in a plan that is sold by an Insurance Company that does not authorize insurance agents to sell their plan. You will be required to enroll directly with the insurance company if you would like this plan. You can either visit medicare.gov to enroll online or contact the Non Member phone number on the www.medicare.gov Rx Plan Report to ask questions and enroll over the phone.