Nick Davis

Use this link if you are a new client who needs to speak about health insurance for the first time or has not yet enrolled in coverage.

This is a phone-based appointment. I will call you at the number you provide for our meeting.

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.

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.

This is a brief conversation to help us understand your needs and timing. Once we’ve had a chance to connect with you, we’ll offer longer sessions that include a comprehensive health insurance overview and educational guidance.

This meeting will discuss insurance basics and what to expect at a high level in terms of options. 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.

We will call you at the phone number provided.