Liz Moran
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 is 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
Quick Follow up
If you just have quick questions or need to connect over your policy please use this link.
- 20m
Pre65 Health Insurance Conversation
Please use this appointment type if you are under 65 and need to look at individual or family health coverage.
- 45m
Plan Selection Call
Please use this appointment type if you are ready to select your plan and do the enrollment with me.
- 45m
Financial Advisor Intro / Consultation meeting
Please use this appointment type if you are a financial advisor/ 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.
- 30m
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.
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.
- 60m
Whats New at MOVE
Are you a financial advisor that wants the inside scoop on the new and exciting thing happening at Move? This is the meeting for you!
- 30m
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.
- 60m
Medicare Tune-up
Are you currently on Medicare and need to review your drug coverage for 2025? This is the meeting for you!!!
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.
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.
- 30m
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
Pre-65 Open Enrollment Period Review
This meeting 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 February 1st effective date. 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'll call you at your scheduled time!
- 20m