Delivering Customized Medicare Insurance Solutions since 2012
2026 Medicare Changes
Download PDF below
Download PDF below
Download PDF below
YOur Arcade advisors
48 HOUR ADVANCED NOTICE FOR SCOPE OF APPOINTMENT (SOA)
We are now required to have you outline what topics are to be discussed 48 HOURS in advance of appointment whether in person or telephone.
We are unable to even have a phone conversation without a completed Scope of Appointment.
Tom D'Angelo
Tom D'Angelo
Don't Forget Scope of Appointment
(permission to speak with you)
HOw much for my rx and where to save $
Medicare 2026
Phone call by appt only
Phone Call Script and Recording Requirement
Phone Call Script and Recording Requirement
With more significant changes ahead for 2026 we estimate to have MORE folks that need help during this upcoming Annual Election Period. If we do reviews in person the number of reviews we can do is greatly reduced.
This years reviews will likely be either via phone or a web meeting.
Phone Call Script and Recording Requirement
Phone Call Script and Recording Requirement
Phone Call Script and Recording Requirement
The following is now REQUIRED to be disclosed at every sales call:
This call will be recorded for quality and control purposes.
Per CMS guidelines I am required to announce the following disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
Please contac
The following is now REQUIRED to be disclosed at every sales call:
This call will be recorded for quality and control purposes.
Per CMS guidelines I am required to announce the following disclaimer:
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area.
Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options
These calls must also be stored for 10 years. Sorry in advance for having to put you through the delay
Documents with Arcade
Sharefile
All documents are securely stored in our online vault. You may request access to these folders if you wish in lieu of paper copies or encrypted emails. Click the logo to the login page once you have received your invitation email.