We are in MEDICARE'S ANNUAL ELECTION PERIOD/CHANGE PERIOD for Medicare Part "D" plans with January 1, 2017 effective dates. The annual election period begins October 15th and ends December 7th.
Since Medicare makes changes to the list of covered prescriptions each year and the various insurance plans also make changes, we will need to know if your prescriptions have changed since the last open enrollment, so we can determine if your current plan remains your best option for 2017.
Also, let us know if you are happy with your current plan & carrier, because if it is still your best option for 2017, we will allow your plan to renew as is and send you confirmation.
If your prescriptions have changed, we will need the following information regarding your prescriptions: 
  • Name of medication-Brand name or generic name
  • Dosage
  • Frequency you take it - ie once a day, twice a day
  • Supply - 30 or 90 days - retail or mail order
  • Pharmacy Name & cross street
Example: Lipitor (Generic) - 20mg - 1 x day - 30 - Wal-Mart on Virginia Parkway
You may complete the attached form   and return it to our office by fax or email, or you may provide us the information by phone. Please contact:
Fiona Alpaugh
Phone: 214-443-1400 x 223
Direct Fax: 214-443-1423
Should we find a new prescription plan for 2017 that better meets your needs, we will be contacting you to review and discuss your options and assist with the possible plan change.
We appreciate your patience during this process. 
Please feel free to contact us if you have any questions. 

Thank you, 
George Knox, CLU, ChFC
214.695.2904 (mobile)  214.443.1400 (office) |  george@insuranceisboring.com

Please Note: The information and materials herein are provided for general information purposes only and are not intended to constitute legal or other advice or opinions on any specific matters and are not intended to replace the advice of a qualified attorney, plan provider or other professional advisor. This information has been taken from sources which we believe to be reliable, but there is no guarantee as to its accuracy. In accordance with IRS Circular 230, this communication is not intended or written to be used, and cannot be used as or considered a 'covered opinion' or other written tax advice and should not be relied upon for any purpose other than its intended purpose.
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