Tiffany Warner

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!

  • 25m

New Under 65 Health Insurance Conversation

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

  • 40m

Financial Advisor Introduction/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 Tune-Up 2025

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.

  • 25m

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

Plan Selection Call

Please use this appointment type if you are ready to select your plan and complete your enrollment application.

  • 40m

Current Client Quick Chat

  • 30m