What to Expect at Your Appointment

• We will confirm your appointment by email, phone, or text message and include any actions you need to take.
• We will email you instructions on how to upload your providers and prescriptions to our secure website so we may research them and show you Medicare plans that are right for you.
• Before your appointment, you will be asked to sign and approve a Scope of Appointment form, which outlines the specific topics and types of information that our licensed advisor may discuss with you.
• We will assist with applying for Medicare with Social Security if/when needed.

• Any questions and concerns you may have
• You may bring someone with you if you choose 
• If you plan to continue working past age 65, bring details about your employer’s health plan: monthly premium, annual deductible, and out-of-pocket maximum
• Medicare card (if you have one)

Appointments are available in-person, Zoom or by phone. 

Dayton area office: 9080 N. Springboro Pike, Suite 100, Miamisburg, OH 45342

Cincinnati area office: 10300 Alliance Rd., Suite 260, Blue Ash, OH 45242

Zoom appointments: We will send you an email with instructions on how to access your appointment via Zoom on your computer or mobile device.

Phone appointments: Your advisor will call you at the scheduled time.

We get to know your unique situation, evaluate your plan options, and help you enroll in the right plan at the right time ― all at no cost or obligation. We’ll do all the research for you.

When you become a RetireMed client, you have year-round access to our dedicated client support team who can help you with all your plan-related needs:

• Explain your coverage and benefits
• Check the network status for specific providers
• Help navigate and resolve billing or claim issues
• Set up mail order prescriptions to save you both time and money
• Make plan changes when needed 
• And more