Fillable Scope of Appointment “SOA” Form

Click below to fill out our electronic Scope of Appointment. You'll only need to complete the sections that are highlighted. Please initial in the boxes above and sign below. It's best if you can print, sign, and email the form back to us. If you don't have a scanner, then a good qualify photo from [...]

By |2020-09-24T12:21:05-07:00September 23rd, 2020|Uncategorized|Comments Off on Fillable Scope of Appointment “SOA” Form

Insurance terminology

Group Annual Open Enrollment for Groups COBRA ERISA FF SHOP FMLA GMA / MGA ICHRA TPA Medicare Annual Open Enrollment for Medicare CMS ESRD Extra Help Dual Eligible (Medicare + Medicaid) Medicare Advantage / MAPD Medicare Supplement / Medigap / Med Supp Open Enrollment Period (OEP) Oregon Birthday Rule Original Medicare PACE Part A [...]

By |2020-03-31T10:25:58-07:00February 27th, 2020|Uncategorized|Comments Off on Insurance terminology

Shonna’s Enrollment Links

If you are seeking a tax credit to help pay for your insurance in 2021, use this HealthSherpa link. If you want dental and/or vision insurance quotes, we recommend NationalCare Dental. They offer the highest annual benefit we've seen; up to $5,000/year. Use this link for more information. The other links below are for Shonna's [...]

By |2020-10-21T09:28:46-07:00October 30th, 2019|Health Insurance, Uncategorized|0 Comments
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