Preparation for the appointment

Please take a moment to fill out our intake form: Click Here

Phone Call Appointments - I’ll call you, no need to call in.

In-Office Appointments - Our office is located at (Click Here) 317 N Dyson St., Holly Ridge, NC 28445

Enrollment Prep (when applicable) - you may need access to 3 items:

• Medicare Card - if you have a Medicare card, it’s best to have this with you during our appointment in case we need to put it on an application for Medicare-related health insurance. If you can’t find it, or forget it, it’s OK we can often locate it, but it is easiest if you have the red/white/blue Medicare card available.

• Bank Info for Premium payments - If you are coming in to enroll in an insurance policy, it’s best (though not always required) to bring your bank info with you. Either a copy of a check or a smartphone with access to your bank’s routing number and account number.

• E-mail access (smartphone with e-mail) - Also, some signatures now require access to your e-mail, so again, a smartphone with e-mail access is usually helpful, though not always required.