To our SBS clients –
We hope this note finds you happy and healthy! We would like to take this time to sincerely say “THANK YOU” for your continued loyalty as a client. We are truly blessed to be able to work with people like YOU every single day.
Each year, changes are inevitable. And whether that be your Medicare number, address, financial situation, or health… it is our job to ensure your coverage continually meet your needs. Every year we take classes, tests, and get certified to prepare ourselves to be the experts that you can trust.
With that being said, it is time to schedule your Annual Insurance Review. These reviews allow our agents to look over your portfolios so they can make sure that you remain enrolled in the right plan for your needs come 2020 (and beyond). It also allows us to update our system with any changes to your address, phone number, or medications list so that we are always able to serve you efficiently and effectively.
Please contact your agent or call our offices to schedule your appointment. Our team is always here to assist you in every way, so if you have any questions whatsoever, please give us a call! Again, we thank you for being such valued clients and friends. We look forward to seeing you in the upcoming weeks and to continue our partnership for many years to come!
By responding to this letter, I understand a sales agent may contact me by telephone, email, or mail to discuss Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans