Amy R. Green
New Client Intro Meeting
Just a quick call to meet, discuss needs and create a plan of action to get the ball rolling.
Partner advisor Introduction/Consultation meeting
Please use this appointment type if you are a referral partner needing to have an introductory meeting with me, or if you are needing to touch base about a current or future referral client.
2027 Pre-65 Open Enrollment conversation
This event is a phone call and is meant for individuals & families who currently have and would like to review their ACA Marketplace Health Insurance coverage during the open enrollment period for a January 1st effective date. As a reminder: We will call you from an 812 area code phone number. There's no cost to work with our team. We will send an email after you book time for how to best prepare for your annual review. We'll call you at your scheduled time!
Pre-65 Open Enrollment Period Review
This event is a phone call and is meant for individuals & families who currently have and would like to review their ACA Marketplace Health Insurance coverage during the open enrollment period for a January 1st effective date. As a reminder: We will call you from an 812 area code phone number. There's no cost to work with our team. We will send an email after you book time for how to best prepare for your annual review. We'll call you at your scheduled time!
Medicare Annual Enrollment Period Review
This meeting is meant for individuals who currently have Part D coverage or a Medicare Advantage Plan and would like to review their coverage during the annual enrollment period beginning October 15th. As a reminder: There's no cost to work with our team. We will send an email after you book time for how to best prepare for your annual review. We will call you at your scheduled time!
Per CMS guidelines, after you schedule your appointment, I will send you an e-document called a Scope of Appointment to complete via email. This gives me permission to talk to you about your options. It must be signed by you at least 48 hours prior to our meeting. I thank you for your understanding on this matter.