Choose an appointment type.
Note: If you simply need to sign paperwork, you can stop at the front desk M-F 9-4. No appointment necessary.
First time meeting with Dan? Please bring a list of RX, doctors, Medicare card, and current insurance card.
Picking a new plan during the AEP season
Appointment by phone
Either meeting with Dan for the first time or transitioning into Medicare from traditional health insurance.
Satisfied with your current plan? Let us take a look and make sure it will still fit your needs for the next year.
Dissatisfied with your current plan? We will review your prescriptions, doctors, and any major life changes for the upcoming year to find a plan that fits your needs.
Not sure which to choose? Don't worry, you can still book an appointment with Dan!