09/18/2025
We want to help you in an efficient manner. We will ask all Medicare customers to complete the required appointment request form—SCOPE OF APPOINTMENT, aka SOA—be submitted to us at least 2 days prior to the requested Consultation. This is a federal requirement, and we must stay compliant. We will send the SOA to you via email as soon as we book a consultation date with you.
The SOA documents that you personally requested our help. The SOA also identifies which product we will talk to you about. This is a consumer protection process required of the Federal government.
Please call our office to get on the schedule!
843.763.7718