Whether you're new to our office, or we've been helping you for years, we want to make sure we have the most accurate information possible.
Please follow the links below to complete various forms we'll use to assist you with your insurance needs.
PRESCRIPTION LIST UPDATE
If you just need to update your prescription list that we have on file, please use this form.
HOUSEHOLD INCOME UPDATE
If you just need to update your household income for the upcoming year, please use this form. Be sure to include income for everyone in the household, even those not applying for coverage.
PRESCRIPTION LIST UPDATE
If you just need to update your prescription list that we have on file, please use this form.
TOLL FREE:
info@courterfinancial.com
800-355-3381
CMS required disclosure: "We may not offer every plan available in your area. Currently we represent multiple companies offering multiple Medicare Supplement, Medicare Advantage, and Medicare Part D plans. Information we provide will mostly pertain to plans we offer in your area. You may visit Medicare.gov , call 1-800-MEDICARE, or contact your local State Health Insurance Program office to get information on all of your options. Neither Courter Financial Services, LLC, nor any of its agents are affiliated with, employed by, or sponsored by the U.S. Government or Medicare."
That said, we will gladly continue to provide details on any plan for which we can find information (whether that plan is available on Medicare.gov, or through an employer/retiree program). We believe it is our responsibility as independent insurance agents to provide as much information to you as possible so that you are fully informed before making such important decisions. While you're absolutely free to contact Medicare, we'd love the opportunity to speak with you, earn your trust, and assist with your Medicare related coverage needs for years to come!
EMAIL:
478 Jacksonville Rd Bellefonte, PA 16823
ADDRESS:
We've been helping our clients save money (without sacrificing coverage) for over 50 years!