Congratulations! Here is the first step on your journey navigating through the Medicare maze.

Here is an outline of the steps that you will complete on this page.
  • Step 1 -Required- New client questionnaire (Please have available your doctors, hospitals and medications, including dosages)
  • Step 2 -Suggested- Watch the 57 min. presentation "Navigating The Medicare Maze"
Our number one goal is to help you cut through the confusion so you can successfully navigate the Medicare Maze. If you have any problems please call or email us.

Step 1: Client Questionnaire

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 do not worry, just make a note and let your advisor know when you speak.

Step 2: The following is a Zoom presentation where Suzanne explains the basics of Medicare.

Most clients who view this before they speak with their Medicare Advisor have a better understanding of Medicare and the process.
(57 minutes)

Click Here to Watch in Full Screen
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