Your Appointments

Schedule reviews, signings, and consultations with your concierge team.

EM
Schedule

Upcoming sessions

  • Oct
    12

    Annual portfolio sync

    Julian Marsh · Senior Partner

    10:30 AMVideo
  • Oct
    24

    Medicare plan signing

    Julian Marsh · 30 min

    2:00 PMVideo
  • Nov
    03

    Beneficiary update review

    Hartford office

    9:15 AMIn-person
  • Dec
    02

    Year-end coverage check

    Julian Marsh

    11:00 AMPhone
Concierge

Need a sooner slot?

Julian opens priority slots for clients with annual reviews due.