Lost Your Letter? DOWNLOAD HERE!

Hi there.

Do no worry. Over the years we have seen many people disregard, throw away, or lose their annual letter and supporting documentation. sometimes they simply forget to tell me when they move. 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 to help you this year. This is what I need to be able to contact you. This form lasts for 1 year at a time.

Both of these documents are on the link below. Simply click the link, download the forms, print them, sign them, and then mail them back to me. My address is;

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;

 ANNUAL ENROLLMENT DOCUMENTS TO SUBMIT
Click here 

The annual client letter is on the main menu bar above. Click that and it will take you to the letter. There are controls there to view the letter, size it, and print or download the .pdf