Please allow one hour to complete the first video and an additional hour to complete the remaining items.

Thank you for scheduling an appointment to review your Medicare options

Here is an outline of the steps that you will complete on this page.
  1. Watch the 53 min presentation that will explain the basics of Medicare
  2. If you take prescription medication you will set up an account that will store this information (Please have your medications and dosages available)
  3. New client questionnaire (Please have your doctors and hospitals available)
  4. Flow chart- This will allow you to prepare answers that your Medicare advisor will need to know during your call/zoom appointment.

If you get stuck or have questions please call our office (614) 448-1834 or email

1. The following is a Zoom presentation where Suzanne explains the basics of Medicare.  Most clients that view this before they speak with Suzanne have a better understanding of Medicare and the process. (53 minutes)

2. Watch the video below if you take prescription medication.

The video will show you step-by-step how to set up an account that will store your prescription information (Please have your medications and dosages available)

Click the link below to create your account while you watch the video.

3. Doctors and Pharmacy Questionnaire

(This should be completed after you create your prescriptions account in step 2)

Please Do NOT Click the Back Button on Your Browser Once you start the questionnaire.

If you forget to enter something or mark something incorrectly you will have a chance to let us know near the end of the survey.

4. Flow Chart

The purpose of this flow chart is to give you an idea of the questions that you should be prepared for during your appointment.¬† Don’t worry if you are confused by this flow chart, we walk you through this step-by-step.

flow med image

Thank you!

I know this was a time consuming exercise, but each one of these items has a purpose that will allow you to easily transition to Medicare.
I look forward to meeting with you!
bc facebook 100
bc twitter 100
bc linkedin 100
bc icon youtube 100