Scope of Appointment

This is a required form confirming which Medicare products you want to discuss. Complete it before a meeting that will discuss specific Medicare Advantage or prescription drug (Part D) products. It is not an enrollment and not a plan recommendation. For an education-only Zoom, talk with Alan instead — this form is not required.

Agent: Alan Blackwell · Licensed Medicare Insurance Agent 0M71640

Products I agree to discuss *

Check only what you want to talk about. We will not discuss Medicare Advantage or Part D products you do not check. Medigap is not part of this form.

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To send a complaint to Medicare, call 1-800-MEDICARE (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week. If your complaint involves a broker or agent, be sure to include the name of the person when filing your grievance.