YOUR MEDICARE REVIEW / A GUIDED CONVERSATION
A Medicare Review is a conversation — not a sales appointment.
Education First
A little preparation gives us more room for the questions that matter to you.
Start here / Your Medicare Review
A little preparation before we meet allows us to spend more of our time together discussing your questions, comparing your options and focusing on what matters to you.
Choose a convenient time for your Medicare Review with Lori.
SCHEDULE MY MEDICARE REVIEW →Provide your doctors, prescriptions and required Scope of Appointment before we meet so Lori can prepare for your conversation.
START MY REVIEW PREP →Secure online preparation powered by RetireFlo.
VIEW: WHAT TO EXPECT DURING YOUR MEDICARE REVIEW →Lori will have the information needed to begin your Medicare Needs Assessment and make the most of your time together.
A short checklist keeps the conversation focused on what matters to you.
WE START WITH YOU.
Our Needs Assessment covers:
Transparency in real time
During your Medicare Review, a large monitor mirrors Lori's screen so you can see the information being entered, the comparisons being reviewed and the details being discussed in real time.
You should understand not only what you're considering, but why.
The right comparison starts with what matters in your life.
I'll explain both approaches before we discuss how each may relate to your needs and priorities.
Before enrollment, we'll review the applicable details together:
YOU SEE THE INFORMATION.
YOU ASK THE QUESTIONS.
YOU MAKE THE DECISION.
Lori can provide guidance and enrollment instructions for Medicare Parts A and B.
Enrollment happens when you're ready.
YOU ARE MY CLIENT — NOT A NUMBER.
YOUR UNDERSTANDING OF MEDICARE IS MY PRIORITY.
ENROLLMENT HAPPENS WHEN YOU'RE READY.
NO SALES PRESSURE. EVER.
Ready when you are
Call, email or schedule your complimentary Medicare Review when you're ready.
LORI BELLMANMedicare Broker | Medicare Educator | Medicare Advocate