2027 Medicare Advantage Plans Discussions
The Medicare Insurance Annual Enrollment Period is quickly approaching. This is the time each year when individuals can review and make changes to their Medicare coverage, with any updates taking effect on January 1, 2027.
We understand that these changes can feel overwhelming, but please know that Sage Rutty is here to guide you every step of the way. Our team is ready to help you navigate your options and ensure you find a plan that best fits your needs.
To support you, we are offering both virtual and in-person group Q&A sessions. During these discussions, we will review the 2027 plan options available to you and provide time to address your questions. We strongly encourage you to attend one of these sessions so you can make confident, informed decisions about your healthcare for the year ahead.
Below you will find a complete list of dates and times. To Register for a discussion, please click the RSVP button on your selected date and fill out the information requested.
If you are unable to attend one of the 8 scheduled group discussions, our Medicare Insurance Representative is also available for a limited number of one-on-one meetings. To book a private appointment, please click here or scroll below. go.oncehub.com/MeetingwithAngelaBevilacqua.
If you need assistance registering or have scheduling questions, please contact your Sage Rutty Advisory Team. If you do not currently work with a Sage Rutty Advisor, please call our Medicare team at 585-232-3760.
The information being presented at the Medicare Group Discussions is applicable only for residents of the following counties:
Monroe, Ontario, Livingston, Seneca, Wayne and Yates.
- Multiple Dates2027 Medicare Advantage Plans Discussion23 days to the eventWed, Oct 07Sage Rutty & Company
- Virtual 2027 Medicare Advantage Plans Discussion31 days to the eventThu, Oct 15Virtual Event - Microsoft Teams Webinar
- Multiple Dates2027 Medicare Advantage Plans Discussion31 days to the eventThu, Oct 15Sage Rutty & Company
- Multiple Dates2027 Medicare Advantage Plans Discussion36 days to the eventTue, Oct 20Sage Rutty & Company
- Multiple Dates2027 Medicare Advantage Plans Discussion42 days to the eventMon, Oct 26Sage Rutty & Company
- Multiple Dates2027 Medicare Advantage Plans Discussion42 days to the eventMon, Oct 26Sage Rutty & Company
- Multiple Dates2027 Medicare Advantage Plans Discussion51 days to the eventWed, Nov 04Sage Rutty & Company
- Multiple Dates2027 Medicare Advantage Plans Discussion64 days to the eventTue, Nov 17Sage Rutty & Company
What Should You Bring to Your Group Discussion or One-on-One Meeting?
Regardless of if you are joining us for a Group Discussion or a One-on-One Meeting, please come prepared with the following documents:
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Your Medicare ID card
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A current list of prescription medications, including dosage and strength
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A list of your doctors and specialists
Scope of Appointment (SOA) Forms
The Centers for Medicare & Medicaid Services requires agents to document the scope of a marketing appointment prior to all marketing activities to ensure understanding of what will be discussed between the agent and the Medicare beneficiary. By signing this form, you agree to a meeting with an insurance agent to discuss the topics checked off on the form
After you register for a Medicare Q&A Discussion, you’ll receive a confirmation email for your selected class, that includes a link to complete a Scope of Appointment (SOA) form. Please complete this form so we can provide you with personalized guidance.
If you schedule a one-on-one session with Angela, you will:
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Receive a confirmation email for your appointment, and
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Receive a separate email from message@app.insurtechllc.com prompting you to fill out the SOA form.
To ensure we can meet with you, submit the form as soon as possible and no later than 48 hours before your scheduled session.
Didn’t receive the form?