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APPOINTMENT SCHEDULING

MEDICARE

New 2 Medicare

(2 hrs)

New 2 MC & ACA

(2.5 hrs)

Rx Update

(30 min)

AEP Medicare Rx Review

(15 min)

AEP Medicare Review

(1 hr)

AEP / ACA Review

(2 hrs)

MEDICAL (Obamacare)

New 2 ACA

(1 hr)

New 2 MC & ACA

(2.5 hrs)

Annual ACA Review

(1 hr)

LIFE / DISABILITY INSURANCE

ANNUITIES

Life / DI Preliminaries

(30 min)

Life / DI Presentation

(1 hr)

Life / DI Application

(45 min)

Annuity Preliminaries

(30 min)

Annuity Presentation

(90 min)

Annuity Application

(1 hr)

TAXES

SERVICE WORK

Tax Drop-Off (30 min)

Tax Pick-up (30 min)

Tax Follow-up (30 min)

Service Call (20 min)

Service Call (40 min)

Service Call (1 hr)