Finding and meeting an agent
The find-an-agent tool at sidebarbenefits.com/find-agent connects you with licensed agents who serve your area, either at a participating retail location near you or directly with an advisor.
Searching your area
- Enter your ZIP code. You will see advisors who serve your area and participating locations near you, with available appointment times.
- Choose how you want to connect: with an advisor directly, by phone, or by continuing on your own online.
Booking a consultation
- Pick an available time at a location near you, or request a consultation with a specific advisor.
- Provide your first name, last name, and phone number. Email is optional.
- Location listings include a map, and each available time shows the licensed agent you would meet.
The Scope of Appointment step
- Before your booking is confirmed, you complete a Scope of Appointment: check the product types you want to discuss, read the disclosure, and type your full name to sign.
- Your consultation is booked only after the Scope of Appointment is saved, as Medicare rules require.
- You will see a confirmation that your Scope of Appointment is signed and your consultation is scheduled.
Consultations are free and carry no obligation to enroll.