Loletha Shephard
Book a call with me:
Medicare Benefit Review (Virtual meeting)
Please complete this form to schedule your Medicare appointment with Loletha Shephard.
Answering these questions will serve as your Scope of Appointment (SOA) to satisfy CMS requirements.
Before meeting with a Medicare beneficiary (or their authorized representative), Medicare requires
that Sales Agents use this form to ensure your appointment focuses only on the type of plan and
products you are interested in. A separate form should be used for each Medicare beneficiary
Click here to review definitions of the different types of Medicare plans and other health insurance products allowed during this appointment.
By signing this form, you agree to meet with Loletha Shephard to discuss the products checked below. Loletha Shephard is either employed or contracted by a Medicare plan and may be paid based on your enrollment in a plan. Loletha does not work directly for the federal government.
Signing this form does not affect your current or future enrollment in a Medicare plan, enroll you in
a Medicare plan or obligate you to enroll in a Medicare plan. All information provided on this form is confidential.
Under 65 Health Care
If you are looking for affordable health Care and you are not on Medicaid, and healthcare.gov offered you a low/no stipend to help cover the cost of your healthcare premium, you've come to the right place.
If there is no/low government healthcare stipend available to you and your family, Loletha Shephard can help you obtain great insurance not associated with healthcare.gov. These plans are usually a lot more affordable to purchase and use.
Just complete the form to book your appointment.
Medicare Benefit Review (Phone call)
Please complete this form to schedule your Medicare appointment with Loletha Shephard.
Answering these questions will serve as your Scope of Appointment (SOA) to satisfy CMS requirements.
Before meeting with a Medicare beneficiary (or their authorized representative), Medicare requires
that Sales Agents use this form to ensure your appointment focuses only on the type of plan and
products you are interested in. A separate form should be used for each Medicare beneficiary
Click here to review definitions of the different types of Medicare plans and other health insurance products allowed during this appointment.
By signing this form, you agree to meet with Loletha Shephard to discuss the products checked below. Loletha Shephard is either employed or contracted by a Medicare plan and may be paid based on your enrollment in a plan. Loletha does not work directly for the federal government.
Signing this form does not affect your current or future enrollment in a Medicare plan, enroll you in
a Medicare plan or obligate you to enroll in a Medicare plan. All information provided on this form is confidential.
