Broker Check

Please be aware that Medicare/CMS have a new rule that requires all Medicare related phone calls and video meetings to be recorded.

To request a review click or tap the link below to access the HIPAA compliant questionnaire:

Medicare Plan Review Questionnaire for Open Enrollment October 15th - December 7th


We do not offer every plan available in your area. Currently we represent 6 organizations which offer 52 products in your area.

Please contact, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options. 


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 that 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 10th.  Your meeting w/ Mark can take place after Nov 10th, but the questionnaires must be done by Nov. 10th. 

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: Who do these questionnaires go to / who is reviewing my information I provide on the questionnaire? 

A: Just our team here at Cornerstone Advisors, LLC. Megan and Angela will be working on your questionnaires. No one else except Mark, Megan, & Angela sees these questionnaires. They just come to our office. They are NOT submitted to Medicare or anyone else.

Q: If I fill out the questionnaire, am I obligated to change anything? 

A: Absolutely not. See the answer to the question below. 

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 automatically continue next year if you take no action. You are not obligated to take any action, just know that whatever was the most cost efficient for you in 2023 may not be the most cost efficient in 2024, as insurance companies can change their coverage each year.

Q: I completed my questionnaire and then my doctor changed a Rx 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 make the change (don't edit from the confirmation email, please) 

Q: I have a question or am having a problem with the questionnaire, what should I do? 

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

Mark: 314-256-0252 Ext 201

Megan: 314-256-0252 Ext 202