Community Presentations – Baldwin Assurance

Bring Medicare Made Simple to Your Organization

Medicare can be confusing — especially with so many choices, deadlines, and changes. I provide educational Medicare presentations designed to help individuals better understand their options and feel confident making informed decisions.

Whether you represent a senior living community, community organization, church, employer group, or local organization, I would love the opportunity to provide a Medicare education event for your members or residents. I am currently able to present in person in the states of Delaware and the surrounding area, including parts of Pennsylvania, New Jersey, North Maryland and the DMV.

Topics We Can Cover:

Understanding Medicare Parts A, B, C & D
What happens when you turn 65
Medicare Advantage vs. Medicare Supplement
Prescription Drug Coverage
Enrollment Periods & Important Deadlines
How to avoid common Medicare mistakes
Understanding plan changes and Annual Notice of Change letters
Programs that may help lower healthcare costs

Educational Presentations Available For:

Senior Living Communities

Retirement Communities

Community Centers

Churches & Faith-Based Organizations

Employee Retirement Groups

Local Organizations

Health & Wellness Events

Book Your Free Medicare Consultation

No pressure. No obligation. Just honest answers and expert advice.

Book Your Free Medicare Consultation Today

Medicare Fit Finder + Scope of Appointment Integration

I would like to add a workflow connected to the Medicare Fit Finder tool. After a client completes the Medicare Fit Finder, I would like there to be an option to complete a Scope of Appointment (SOA) form before scheduling or completing an appointment. The purpose is to make sure the Scope of Appointment is completed before every Medicare sales appointment. Medicare Fit Finder Information to Collect: The Fit Finder should collect:

Full Name

Address

Zip Code

Phone Number

Email Address

Date of Birth

Current Medicare status (if applicable)

Doctors/providers

Prescription medications (if applicable)

Do you have Medicare Part A?

Yes No

Do you have Medicare Part B?

Yes No

Primary Care Doctor Name

Specialists Doctors Names

Do you receive Medicaid?

Do you receive "Extra Help" assistance?

Yes No

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Bring Medicare Made Simple to Your Organization

Topics We Can Cover:

Educational Presentations Available For:

Senior Living Communities

Retirement Communities

Community Centers

Churches & Faith-Based Organizations

Employee Retirement Groups

Local Organizations

Health & Wellness Events

Request a Medicare Presentation

Presentation Request Form

Medicare Fit Finder + Scope of Appointment Integration

Schedule a Medicare Review

Book Your Free Medicare Consultation