Welcome back, Eleanor

Your portfolio is secure and your annual Medicare review is ready for evaluation.

EM
Action requiredAnnual Review Period · 2026

Your Medicare Part D & Advantage review is ready

We have pre-analyzed three plans across your prescriptions, providers, and pharmacy network. Save an estimated $420/yr.

Medication list verified
Pharmacy network check
Plan comparison ready
Digital signature pending
Next step

Schedule a 15-minute consultation with Julian to finalize your 2026 plan.

Active policies

04

Medicare Advantage100%
Term Life — Eleanor100%
Dental & Vision80%
Hospital Indemnity60%
Concierge alert

Julian uploaded your new Dental & Vision summary for review.

Open messages
Total household coverage

$1,450,000

+2% YoY

Next appointment

Oct 12

10:30 AM · Annual sync

Unread messages

3

1 from Julian

Pending Rx refill

2

via CVS · Hartford

This month

Upcoming appointments

View all
  • Oct
    12

    Annual portfolio sync

    Julian Marsh · Senior Partner

    10:30 AM
  • Oct
    24

    Medicare plan signing

    Video · 30 min

    2:00 PM
  • Nov
    03

    Beneficiary update review

    In-person · Hartford office

    9:15 AM
Office desk

Announcements

All updates

  • AEP opens October 15

    Annual Enrollment Period for Medicare.

  • New OTC catalog available

    $145 quarterly wallet refreshed.

  • Hartford office hours updated

    Mon–Fri 8am–6pm starting Nov 1.