Jaclyn Cantner
New Client Intro Conversation
A quick introductory phone call to get to know each other, gather some high-level details and create a plan of action to get the ball rolling.
There's no cost to work with me.
- 20m
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!
- 30m
New under 65 health insurance conversation
Use think link if you are a new client needing to speak about health insurance for the first time or have not yet enrolled into coverage.
- 45m
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 appointment is also to be used for individuals needing to apply for secondary coverage like a Medicare Supplement, Part D drug plan etc.
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.
- 55m
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.
- 55m
Medicare Plan Selection Call
This meeting is meant for individuals who have already had their Medicare 101 call, and would like to enroll in supplemental Medicare coverage. As a reminder: There's no cost to work with our team. We will send an email after you book time for how to best prepare for your annual review. We will call you at your scheduled time!
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 options. It must be signed by you at least 48 hours prior to our meeting. I thank you for your understanding on this matter.
- 55m
Plan Selection Call
Please use this appointment type if you are ready to select your plan and complete your enrollment application.
- 40m
Financial advisor meeting
Please use this appointment type if you are a financial advisor/ referral partner needing to have a meeting with me.
- 45m
Medicare Annual Enrollment Period Review
This meeting is meant for individuals who currently have Part D coverage or a Medicare Advantage Plan and would like to review their coverage during the annual enrollment period beginning October 15th. As a reminder: There's no cost to work with our team. We will send an email after you book time for how to best prepare for your annual review. We will call you at your scheduled time!
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 options. It must be signed by you at least 48 hours prior to our meeting. I thank you for your understanding on this matter.
- 25m
Quick Chat with Financial Advisor
If you are a financial advisor who just needs a quick call, please use this meeting.
- 15m
- 30m
Pre-65 Open Enrollment Period Review
This event is a phone call and is meant for individuals & families who currently have and would like to review their ACA Marketplace Health Insurance coverage during the open enrollment period for a January 1st effective date. As a reminder: We will call you from an 812 area code phone number. There's no cost to work with our team. We will send an email after you book time for how to best prepare for your annual review. We'll call you at your scheduled time!
- 20m