Hi, and welcome to your Medicare questionnaire! We’re so glad you’re here to start your Medicare journey with us. We’ll be more than happy to assist you every step of the way, ensuring you have a clear understanding—from reviewing your current plan to exploring new options that might benefit you in the coming year.
IMPORTANT!
To provide you with a complete and accurate comparison, We need both Part A and Part B on this form. We want to ensure that we have all the information organized in one place, as it allows us to give you the best possible support and guidance. Your needs are important to us, and having both parts will help us provide a complete overview. Thank you!
Please read through the entire email, as it contains VERY IMPORTANT information. I look forward to receiving your information soon.
Our insurance plans, including Life Insurance, allow us to turn care into action, protecting your family in meaningful ways!
Both term and permanent life insurance, each designed to meet different needs, offer vital support for your loved ones by providing unique benefits!
Life insurance doesn’t just provide security after the insured is gone; it also offers incredible benefits for the insured and their family while they’re together. From assisting with college funding and supporting retirement to providing living benefits if the insured is diagnosed with a critical, chronic, or terminal illness. Life insurance offers vital support for the insured and their loved ones throughout their journey together. In the insured’s absence, it can help their family pay off the mortgage, cover final expenses, and meet any other needs they may have.
You’re on this form because you want to take advantage of life insurance benefits and protect what matters most to you—your family!
