Lost Your Letters?

Hi there.

Do no worry. Over the years we have seen many people disregard, throw away, or lose their annual letter and supporting documentation. It happens. We are all so bombarded that it is hard sometimes to tell what is important and what is trash.

So let me help you.

Below is a link to the two documents we need you to send in to book your appointment.

  • The first is a Scope of Appointment. This is a CMS required document. In this document there are 5 boxes you may initial to list the topics we might discuss. I tell clients to just initial them all so we can talk about ALL your options need be. So, in the Scope of Appointment, you simply initial those places and then sign and date below.
  • The second document is a consent form. In this document you are giving me consent to contact you via phone, text, email, etc. This is what I need to be able to contact you. This form lasts for 1 year.

 

Simply click the link, download the forms, print them, sign them, and then mail them back to me to;

Cool Insurance Group
c/o Michael Todd Oldfield
2808 Palumbo Drive
Suite 204
Lexington, KY  40509

 

Once we receive them back, Regina will call you and schedule your appointment. Here are the documents;

2024 AEP DOCUMENTS TO SUBMIT
Click here