Your Call is Scheduled!

What to Expect

In our 15–30 minute session, we’ll walk through your goals, answer key questions, and map next steps.

• For Medicare calls: Have your Medicare card and prescription info handy.
• For FlexMethod™ calls: If possible, have recent policy statements or a snapshot of your goals available.

Before We Meet

• Check your email for the confirmation with date/time.
• Your Zoom link or call-in number is in that email.
• Need to reschedule? Use the link in your confirmation email.

Helpful Resources