Health | Protection | Wellness | Legacy
Annual review · AEP 2027
A few quick questions so we can make the most of our time together. No Social Security or Medicare numbers needed.
Layla is licensed in the states listed.
For example: Mecklenburg
For example, the name on your plan card.
The next sections are optional.
These questions help prepare your review. They do not confirm eligibility, coverage, doctor participation, or prescription coverage. Please don't share Medicaid, Medicare, or Social Security numbers.
Type what's on the bottle label, or upload a medication list.
City, or street and city
Answer only what you're comfortable with. "Not sure" and "Prefer to discuss" are always fine.
Medicaid is a state program, separate from Medicare.
D-SNPs are for people who have both Medicare and Medicaid. Your Medicaid level, Part A and B, where you live, enrollment rules, and plan requirements all need to be verified. Extra Help alone does not make someone eligible for a D-SNP. About Special Needs Plans on Medicare.gov (opens in a new tab)
About Special Needs Plans on Medicare.gov (opens in a new tab)
Extra Help is a Medicare program that helps pay Part D drug costs. About Extra Help on Medicare.gov (opens in a new tab)
SSI is different from Social Security retirement or SSDI.
These are separate insurance products, not Medicare plans. Requesting information is optional and does not affect your Medicare review. This is not a Medicare Supplement (Medigap) plan, and choosing an option here is not an enrollment, a Scope of Appointment, or permission to discuss these products during your Medicare appointment.
Meetings are held by RingCentral Video (video on your phone, tablet, or computer) — or by phone if you prefer. Please note: your meeting will be recorded, as Medicare (CMS) rules require agents to record appointments with clients.
For example: Tuesday or Thursday mornings.
Questions or to withdraw your permission, call Layla at 980-254-6887. This permission covers your Medicare information request only — not life insurance or other products. Layla does not use automated or prerecorded calls or marketing texts.