What to Expect at your Appointment

When you contact KSP for an appointment, someone from our office will request your address, birthdate, current coverage, and prescription drug information.

We use that information prior to the appointment in order to find your best options of coverage and save valuable appointment time.

Please Bring to your Appointment:

ID
Medicare Card (If issued)
Checkbook
List of prescriptions

You can expect an appointment to last around an hour long, and may likely require a subsequent appointment. There is no extensive wait-time from applying before having effective coverage. It is safe to meet two weeks prior to needing coverage, or earlier if you prefer to have it "out of the way".

At your appointment, we can discuss the Medicare transition, Medicare options, Advantage and Supplement plans, Part D plans, Dental, Vision, and individual plans.

Klein Senior Planning

What to Expect at your Appointment

Please Bring to your Appointment:

You can expect an appointment to last around an hour long, and may likely require a subsequent appointment. There is no extensive wait-time from applying before having effective coverage. It is safe to meet two weeks prior to needing coverage, or earlier if you prefer to have it "out of the way".