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Frequently asked questions
Is this form a Medicare Scope of Appointment?
No. It only requests contact about the topics you select. Before Medicare Advantage or Part D personal marketing, Shaun must separately document the agreed Scope of Appointment and follow the timing rules for the applicable plan year. Life insurance and annuity discussions require a separate appointment.
Do I have to buy insurance after we talk?
No. Our conversation is a chance to ask questions and understand your options. Submitting the form or booking an appointment does not enroll you in coverage or require a purchase.
How much life insurance do I need?
The right amount depends on what you want the coverage to help with and what fits your budget. We can discuss your priorities together. The optional amounts on the form are starting points for a conversation, not quotes or recommendations.
Can we meet virtually or in person?
Yes. Choose your preference on the contact form. Virtual appointments are available for Virginia clients, and local in-person meetings can be arranged in Hampton Roads. We’ll confirm the meeting details together.
What should I bring to an appointment?
Bring your questions, a general idea of your budget, and information about any coverage you already have. You don’t need every answer before we talk. Please don’t put medical details, Social Security numbers, or financial account information in the contact form.
What if I’m not sure which service I need?
Share what you’re hoping to accomplish in the additional information and questions box. You can select more than one service, and we can talk through where to start.
How will you contact me?
Choose email or text on the form. I’ll use your selected method to respond about your inquiry. You can ask to change that preference or stop follow-up by emailing info@morelifeassurance.com.
Does submitting the form book my appointment?
Not yet. After you submit and complete any verification check, the next page gives you a scheduling link. Choose a time and finish booking on Calendly to confirm your appointment. If you have trouble, email info@morelifeassurance.com.
Still have a question? Ask Shaun through the contact form →