Broker Check


Q: Do I need certain technology to do the questionnaires?

A: As long as you have internet access, you can complete them on your desktop, laptop, smart phone, tablet, have your kids or grandkids help, on the beach, in the mountains, on the lake, anywhere! All you need is internet access (if you’re reading this email, you have the technology. If you’re doing it on the beach, in the mountains, or on the lake, first of all—we’re jealous! But, just know data usage applies 😉)

Q: When is the deadline?

A: Medicare Open Enrollment has a deadline of December 7th. In order to have time to have a review, you must complete the questionnaires by Nov 13th.

Q: I have a Medicare Supplement with Mark, is this the time to discuss that?

A: Mark is happy to discuss anything you have concerns about anytime, but “Medicare Open Enrollment” is only for Medicare Part D Drug Plans & Medicare Part C Advantage Plans. Medicare Supplements are entirely different and run on their own timetable.

Q: What if I’m just too overwhelmed by everything going on and I don’t do anything?

A: Your current Part D or Part C will continue next year. You are not obligated to take any action, just know that whatever was the most cost efficient for you in 2020 may not be the most cost efficient in 2021, as insurance companies can change their coverage each year.

Q: I completed my questionnaire and then my doctor changed a med on me, but I haven’t had my meeting with Mark yet. What should I do?

A: Email Megan at with the updated med and she’ll edit your questionnaire for you.

Q: I have a question and I’m feeling anxious with all this new digital stuff, what do I do?

A: Give us a call!! We are STILL HERE and we’d love to hear from you!

Mark: 314-256-0252 Ext 201

Megan: 314-256-0252 Ext 202