Perfect Plan Solutions
Perfect Plan Solutions
Frequently Asked Questions
Frequently Asked Questions
If you have questions related to our services, getting a quote, or scheduling an appointment, please see below for quick answers to frequently asked questions. If you still have a question, visit the "Contact Us" tab, where you can submit your question(s), request a call back, or call us directly from that page.
FAQ​
FAQ​
What States Are You Allowed to Sell In?
What States Are You Allowed to Sell In?
Currently, Perfect Plan Solutions is licensed to serve GA, FL, SC and NC residents. We are looking to add VA, MD, and TX to our service areas, and will be sure to announce when we do!
FAQ
FAQ
Are Consultations Done In-Person, Or Virtually?
Are Consultations Done In-Person, Or Virtually?
Until further notice, ALL consultations will be done virtually, via Zoom. (Some consultations may be arranged for in-person, upon request). You will not need a Zoom account to join the meeting. You will just need to join from a mobile device, or a computer (preferably a computer), using the Zoom link that will be sent to you upon receiving your scheduled consultation confirmation.
FAQ
FAQ
Which Type of Consultation Should I Book?
Which Type of Consultation Should I Book?
1. If you are are a business owner, looking for employee benefits options, please select the Business Owner (Employee Benefits) Consultation option when scheduling.
2. If you are an individual 65 years old, or older (or within 3 months of turning 65), and you're looking for Medicare Advantage or Medicare Supplemental plan options, please select the Medicare/Medicare Advantage Consultation option when scheduling.
3. If you are an individual, below the age of 65, and/or you're looking for life insurance, health insurance, dental, vision, or other supplemental insurance options, please select the Traditional Health Insurance option when scheduling.
FAQ​
FAQ​
How Long Do Consultations Last?
How Long Do Consultations Last?
You should prepare to spend an hour for your consultation.
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FAQ
What Will I Need To Have On-Hand During My Consultation?
What Will I Need To Have On-Hand During My Consultation?
1. If you are a Medicare/Medicare Advantage client, have your Gov-Issued medicare (red/white/blue) card, your medicaid card (if applicable), current list of medications (if applicable), and any current MA Supplemental plan card, if applicable.
2. If you are an individual client, please have any current insurance info, if applicable (i.e. your monthly premium cost, benefits covered, plan deductible, coinsurance).
3. If you are a Business Owner, please be ready to provide the following:
The amount of hours per week that each employee works (both full-time and part-time employees), total wages paid, and the total amount of health insurance premiums you pay (or will pay) for your employees (you can project this based on how much you are willing to contribute toward insurance premiums each month).
FAQ
FAQ
What Are Your Business Hours?
What Are Your Business Hours?
Perfect Plan Solutions is available for Consultations Monday-Friday, during business hours, some evening hours, and on Saturdays, until 1pm. Click "Book FREE Consultation" to see our live, up-to-date availability.
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FAQ​
Can I Schedule A Same-Day Consultation?
Can I Schedule A Same-Day Consultation?
All consultations must be scheduled at least 24 hours ahead of time.
If I Enroll In A Plan During My Consultation, Will I Have to Make A Payment At That Time?
If I Enroll In A Plan During My Consultation, Will I Have to Make A Payment At That Time?
The Short answer is No. Most insurance carriers do not require payment until AFTER the application for coverage is submitted and approved. Few carriers require payment up-front in order to apply.
FAQ
FAQ
What If I Still Have More Questions?
What If I Still Have More Questions?
If you still have questions that you would like answered, prior to scheduling a consultation, visit the "Contact Us" page. You can submit your questions there, request a call back, or call us directly from that page.