Medicare Appointment Types
ROADMAP/Initial Consultation with HTA
Approaching age 65, Planning for Retirement, or simply curious about Medicare?
GOLDMAN SACHS- AYCO
Annual Enrollment Period
Medicare Drug Plan
I have reviewed my Part D plan on Medicare.gov and have additional questions.
ZOOM Medicare Plan Review
Use for Medicare Supplement and/or Medicare Advantage Plan Review.
PHONE Medicare Plan Review
Use for Medicare Supplement and/or Medicare Advantage Plan Review.
DIMATTEO CLIENTS
Phone/ZOOM= Monday or Thursday only, please.
If client is insistent on an in-person- Tuesday or Wed.
Follow Up or Enrollment Appointments
Choose this appointment if a client has already had a Roadmap appt with a Medicare Advisor in the last 12 months.
If last Roadmap appointment was over 12 months ago, schedule a new Roadmap
15min Medicare Call Back
Client is already working with an HTA Medicare Advisor and would like to schedule a 15-minute call for questions.
All calls will be returned within 4 business hours of the time selected.