Frequently Asked Questions

No. We don’t sell insurance or represent any specific carriers. Our role is to guide you through the process on Medicare.gov so you can confidently make your own informed choice.

Yes. During your session, we’ll walk you through the entire process—including enrollment—step by step on Medicare.gov.

No problem. We’ll show you how to create one before your session.

You can also follow our step-by-step guide here.

Your 60-minute Complete Review includes personalized, one-on-one help with:

• Reviewing your current drug plan and medications
• Creating or accessing your Medicare.gov account
• Comparing plans on Medicare.gov
• Step-by-step guidance through Medicare.gov enrollment (or we complete it with your permission)
• Researching discounts and alternative pharmacy options

I understand there is no guarantee of refunds. If I miss my appointment, one reschedule is allowed; missing the rescheduled meeting forfeits the fee. Exceptions may be granted for hospitalization or serious illness.

We’re independent advisors who work only for you—not for an insurance company. That means our guidance is clear, unbiased, and focused entirely on what’s best for you. We’ll help you review your medications, compare plans on Medicare.gov, understand your options, and walk you through enrollment step by step. And because many of our clients already know and trust us, you’ll likely see familiar names and faces—not strangers behind a screen.

Yes. Your personal information is protected and only used to provide the services you request. 

You can read more in our Privacy Policy →.

Yes, please have the following ready:

• Your Medicare card
• A Medicare.gov account
• A list of your current medications
• Any questions or goals you want to address

Once your payment is processed, you’ll be redirected to book your session through our scheduling system. You’ll be able to choose a convenient time and preferred contact method.