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Scope of Appointment

This form gives Trevor Zehring permission to discuss certain insurance products with you during our scheduled appointment. This form must be signed at least 48 hrs prior to your appointment time.
I’d like to talk to Trevor Zehring about my Medicare Insurance options

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I am the Authorized Representative*
I am interested in:*
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Signing this form does NOT obligate you to enroll in a plan, affect your current or future enrollment status, or automatically enroll you in a Medicare plan.
This field is for validation purposes and should be left unchanged.

This is a solicitation of insurance. By submitting this form, I agree to be contacted by a licensed insurance agent for the marketing of the insurance products (i.e., Medicare Advantage Plans (Part C), Prescription Drug Plans (Part D), and/or Medicare Supplement (Medigap) Products) and services listed above. I’m aware the person who will discuss the products is a licensed and certified representative of Medicare Advantage organizations and/or stand-alone Prescription Drug Plans. Each of the organizations they represent has a Medicare contract. This individual may also be paid based on my enrollment in a plan. Enrollment in any plan depends on contract renewal. I am aware that the person who will contact me is not affiliated with and does not work for the Federal government.

The Centers for Medicare and Medicaid Services requires agents to document the scope of a marketing appointment prior to any individual, one-on-one, sales meeting to ensure understanding of what will be discussed between the agent and the Medicare beneficiary (or their authorized representative). All information provided on this form is confidential and should be completed by each person with Medicare or his/her authorized representative.

By submitting this form, I agree to a meeting with a licensed insurance agent to discuss the types of products I selected above. Please note, the person who will discuss the products is either employed or contracted by a Medicare plan. They do not work directly for the Federal government. This individual may also be paid based on your enrollment in a plan.

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