General Questions
Signing up is easy! You have a few convenient options:
- Schedule a Consultation – Book a time that works for you through our website to speak with a specialist who can walk you through your options.
- Request a Quote – Fill out the quote request form on our website, and we’ll get back to you with pricing and next steps.
- Leave a Message – Use the contact form on our website to send us a message with your questions or needs, and we’ll follow up shortly.
- Call Us Directly – Prefer to speak with someone right away? Give us a call, and we’ll be happy to assist you.
We’re here to make the process simple and tailored to your needs!
Yes, bringing the right documents will help us provide you with the most accurate and personalized advice. Please bring the following to your consultation:
- A valid photo ID (such as a driver’s license or state ID)
- Medical records related to ongoing conditions or recent treatments
- A list of current prescriptions and dosages
- Names and contact information of your doctors or specialists
- Income documentation, such as recent pay stubs or Social Security award letters
- Your most recent tax return, especially if we’ll be discussing programs that are income-based
- Health insurance cards, if you currently have coverage
- Any notices or letters you’ve received about Medicare, Medicaid, or other healthcare programs
Bringing these items will ensure we have a complete picture of your needs and can guide you toward the best options for your health and financial situation.
Employer Questions
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Tax Questions
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Estate Planning Questions
Yes. While we are not a law firm and do not directly create estate plans, we work as a third-party representative for some of the most qualified and affordable estate planning attorneys and legal professionals. Our role is to educate you on the basics of estate planning—what it includes, why it’s important, and how to get started.
When you’re ready to move forward, our trusted third-party partners—licensed and experienced in estate law—handle the actual creation of your estate plan. Through our partnerships, these services are offered to our clients at a discounted rate, ensuring professional legal support that’s both high-quality and cost-effective.
Healthcare Coverage Questions
These are health insurance plans offered through the Health Insurance Marketplace, created by the Affordable Care Act (ACA).
- Federally-Facilitated Marketplaces (FFMs) are run by the federal government through HealthCare.gov.
- State-Based Marketplaces (SBMs) are operated by individual states.
Both types of marketplaces offer financial assistance—such as premium tax credits and cost-sharing reductions—for individuals and families who qualify based on their income.
Example: Pennsylvania operates its own state-based marketplace called Pennie, which helps residents find coverage and get financial help to lower monthly premiums.
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Independent Partner Questions
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