Julie@MyTCBenefits.com | 636.489.2770 | Warrenton, MO

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    • Medicare Quote
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  • Medicare Quote
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  • Client Forms

Provide your information securely through Retireflo

RetireFlo for Medicare

Use this link below to provide us your current doctors (to include optometrist and dentist), hospital, and pharmacy preferences. 


Use the drop down selections to enter your ongoing medications.  


You will also be asked to complete  your Scope of Appointment at the end of the form. Please initial all categories you wish to discuss in your meeting.  When in doubt, initial all four.


TIP: When typing in doctors, please include full name followed by the address of where you see your doctor and the type of doctor.  example: Dr. John Smith - 101 Main Street, Wentzville MO 63385 - Cardiologist


RetireFlo for Medicare

RetireFlo for Individual Health

Use the link below to provide us your current information necessary to provide accurate quotes for your consideration.


You will also be asked to complete and ACA Consent form at the the end of the form. 


TIPS: 

When entering names, please provide legal first and last names. 

When including your income, provide income for the year in which you are applying for coverage. For example, if you are applying for coverage on January 1, 2025, provide annual estimated income for 2025.


RetireFlo for Individual Health

Paper Client Forms

Scope Of Appointment Form (pdf)Download
New Client Information Form 2024 (pdf)Download
Medicare Advantage Information Form 2024 (pdf)Download
Prescription Drug Information Form 2024 (pdf)Download
ACA Documents - Individual and Family Insurance (pdf)Download
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My Tri-County Benefits

(636) 456-4343

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