Why We're Getting a Head Start: Sign Your SOA Now for Medicare Open Enrollment

As we look ahead to Medicare Open Enrollment, which begins October 15th, I want to share why it’s especially important to get your Scope of Appointment (SOA) form signed now, instead of waiting until fall.

This year, we’re expecting more plan changes than usual—from drug coverage updates and premium adjustments to changes in extra benefits like dental, vision, or food card programs. Getting ahead of the game will help us better prepare, stay organized, and avoid the last-minute rush that can happen in October and November.

📋 What Is an SOA and Why Does It Matter?

The Scope of Appointment form is a required form by Medicare that gives me permission to talk with you about specific plan options—such as Medicare Advantage, Prescription Drug Plans, or Medicare Supplements. It protects your rights and ensures our meeting stays focused on what you’re interested in.

Medicare requires this form be signed before we can discuss any plan benefits in detail.

🕒 Why Sign Now?

Here’s why I recommend getting your SOA taken care of early this year:

✅ Avoid the Fall Rush – October gets hectic fast. Signing now means you’ll be one of the first to get a personalized review of the 2026 plans.
🔍 More Time to Review Changes – With anticipated updates in drug coverage and plan extras, we’ll want time to compare and consider your options carefully.
🧘‍♀️ Peace of Mind – You’ll be ready when the new plan information comes out—no scrambling to find forms or schedule meetings during the busy season.
🛡️ Stay Protected – If your plan is losing benefits or increasing costs, you’ll be one of the first to know, and we’ll have time to pivot.

✍️ How to Sign

I’ve made this step quick and easy:

✅Best Option (Recommended): Use this secure Retire Flo link now → Complete Your SOA Here
You can also complete it by text, phone call, or email—I’ll send you the electronic form.

💬 Let’s Get Ready—Together

I’m here to make this process easy, stress-free, and personalized. If you’re already a client of mine, thank you for trusting me with your Medicare needs. If we haven’t worked together yet, I’m happy to help—my services are always free to you.

Let’s get your SOA completed now so we can be ready to go as soon as the 2026 plans are released. Reach out today and I’ll take care of the rest.

If you have questions or need guidance, feel free to reach out. I’m here to help you navigate your options and find a plan that works best for you.

Brenda Gilliam, Your Insurance Agent, Medicare Insurance Agent & Extra Help Coordinator

Phone: 423-276-5807

Email: brenda@ormf4617e6-staging.wpdns.site
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*We do not offer every plan available in your area. Currently, we represent 13 organizations, which offer 131 products in your area. Please contact Medicare.gov, 1–800–MEDICARE, or your local State Health Insurance Program to get information on all of your options.