Amy R. Green

New Client Intro Meeting

Just a quick call to meet, discuss needs and create a plan of action to get the ball rolling.

Partner advisor Introduction/Consultation meeting

Please use this appointment type if you are a referral partner needing to have an introductory meeting with me, or if you are needing to touch base about a current or future referral client.

Medicare 101

My Medicare 101 is designed to help both new-to-Medicare beneficiaries and those that have been on Medicare for years and just need a refresher.

This meeting will discuss Medicare basics and what to expect from Medicare. It will also allow for time to ask questions and prepare you for a more in depth conversation about your specific needs and plan options.

**Please note that by booking an appointment with me you are giving me explicit permission to contact you via telephone or email regarding Medicare, health insurance, or prescription drug coverage.

New under 65 health insurance conversation

Please use this appointment type if you are under 65 need to look at individual or family health coverage.

We may not need the full 45 mins, but I want to make sure we have plenty of time for you to get all the information that you need.

**Please note that by booking an appointment with me you are giving me explicit permission to contact you via telephone or email regarding Medicare, health insurance, and/or prescription drug coverage.

Dual Consultation

Use this link if you have both pre-65 health insurance AND Medicare consultation needs. This includes those already enrolled in Medicare and future enrollees.

Per CMS guidelines, after you schedule your appointment, I will send you an e-document called a Scope of Appointment to complete via email. This gives me permission to talk to you about your Medicare options. It must be signed by you at least 48 hours prior to our meeting. I thank you for your understanding on this matter.

If this meeting will include a spouse or other Medicare beneficiary, please let me know so that I can allot a little extra time for the second individual.

**Please note that by booking an appointment with me you are giving me explicit permission to contact you via telephone or email regarding Medicare, health insurance, or prescription drug coverage. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE (TTY users should call 1-877-486-2048) 24 hours a day/7 days a week to get information on all of your options.

Current client questions/ review

If you are an existing client and need assistance with your current policy, or would like to review or renew your plan this is the meeting for you!

**Please note that by booking an appointment with me you are giving me explicit permission to contact you via telephone or email regarding Medicare, health insurance, or prescription drug coverage.

Just need help with a quick question?

If you just have a quick question about an existing policy or a follow up question from a previous conversation, this is the meeting for you. You are always welcome to call my direct line (812)200-6465 as well.