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Each year during an “Annual Election Period” or “AEP” that runs from October 15th through December 7th, you are free to choose a different drug plan (PDP) that best meets your needs*.  The new plans begin on January 1st in the following year. 

We can help you in determining which plan to choose.  Once you provide us with a current list of your medication, we look at all the available plans and then make an appointment to help you make an educated decision about the “PDP” that you will have for the next plan year.   

Print the form and email or mail it back to us to get started. 

Email to:

Mail to: PO Box 200, Conneaut Lake, PA, 16316



*Medicare offers prescription drug coverage to everyone with Medicare. If you decide not to join a Medicare Prescription Drug Plan when you're first eligible, and you do not have other creditable prescription drug coverage, you'll likely pay a late enrollment penalty. (


 Securities and investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and a registered investment adviser. Fixed and/or traditional insurance services offered through Funkhouser Shaffer Financial Services, which is not affiliated with FSC Securities Corporation.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AZ, AR, CO, FL, MD, NC, OH, PA and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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