FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Resources

Medicare Prescription Drug Plans:

  •      Aetna:  Call to enroll:  (833) 526-2445  /   Member number:  (866) 235-5660
  •      WellCare:  Call to enroll:  (800) 270-5320  /  Member number:  (888) 550-5252
  •      Cigna:  Call to enroll:  (800) 735-1459  /  Member number:  (800) 220-6700
  •      Mutual of Omaha:  Call to enroll:  (800) 961-9006  /  Member number:  (855) 864-6797
  •      Humana:  Call to enroll:  Call to enroll:  (800) 706-0872   /  Member number:  (800) 281-6918
  •      UnitedHealthcare:  Call to enroll:  (888) 867-5564   /  Member number:  (866) 460-8854
  •      Blue Cross Blue Shield of AZ:  Call to enroll:  (800) 422-9990   /  Member number:  (844) 883-8524

Physicians Mutual Address:  Physicians Mutual Insurance Company; P.O. Box 3313; Omaha, NE  68103-0313

John N. Nanni:  15225 N. 100th St; #2192; Scottsdale, AZ  85260

Physicians Mutual Customer Service:  (800) 228-9100 (perhaps you need to change your checking account information or provide a new home address)

GTL Home Health Care Claim Form:  Click Here

Kemper / Reserve National Home Health Care prescription reimbursement claims instructions: Click here

Kemper Senior Solutions Home Health Care claim form - Send this form along with a copy of your itemized billing statement (Form UB04) from the company that provided your home health care services to the address in the upper right corner of this form:  Click here

AssetMark mailing address:  AssetMark Trust Services - P.O. Box 40018 - Lynchburg, VA  24506-4018 (be sure to put your account number on the check) (not the address for overnight mail)

Ways to enroll in Original Medicare (Parts A and B):  

  1. Call (800) 772-1213
  2. Visit your local social security office
  3. Enroll online by going to www.SocialSecurity.gov.  Click on "Menu", then "Medicare" under the "Benefits" section, and then follow the rest of the prompts.  

IRMMA appeal form for 2023:  https://www.ssa.gov/forms/ssa-44.pdf

Unlimited Preventative Services claims instructions:

Write your Medicare Supplement policy number on your proof of payment.  Send proof of payment along with Medicare explanation of benefits showing that Medicare denied your preventative services claim: 

     Attn:  Claims Services - Physicians Mutual Insurance Company - P.O. Box 2018 - Omaha, NE  68103-2018 or fax to (402) 633-1088.

Medicare Part B application:  https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/Downloads/CMS40B-E.pdf

Employer form:  https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/Downloads/CMS-L564E.pdf

Medicare Part B premium easy-pay form: Click here

Medicare claims from for manual filing: Claim form v0118

Form to cancel Part B:  https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/Downloads/CMS1763.pdf

Medicare Coordination and Recovery Center (to fix coordination of benefits issues): (855) 798-2627 

ScriptSave Discount Savings Card:  (800) 700-3957 - www.ScriptSave.com - Group number:  381

Part D (Medicare Prescription Drug Plan) Late Enrollment Penalty Reconsideration Request Form:  Click here

Physicians Mutual Dentist Lookup:

  1. Go to https://dentalnetwork.ameritas.com/
  2. Enter your dentist's zip code
  3. Select "Classis (PPO)" under "select a network
  4. Click on "Click to Expand"
  5. Enter your dentist's name (you may be required to enter the name of your dentist's office)
  6. Click "Search"

Broker Support phone numbers:

  • Aetna: (866) 714-9301
  • AHIP:  (866) 234-6909
  • Allwell:  (844) 202-6811
  • Anthem BCBS:  (888) 209-7839
  • BCBS of AZ:  (480) 389-2712
  • Centene Learning Center:  (866) 822-1339
  • Cigna:   (800) 973-9183
  • GTL:  (800) 338-7452
  • Humana:  (800) 309-3163
  • Lasso:  (877) 293-2792
  • MOO:  (800) 867-6873
  • SilverScript:  (888) 277-4174
  • UHC:  (888) 381-8581
  • Wellcare:  (866) 822-1339

Social Security local office phone numbers:

  • Casa Gande, AZ - (877) 405-0403
  • Cochise County, AZ - (877) 480-4858
  • Glendale, AZ - (866) 398-0502
  • Mesa, AZ - (866) 964-1716
  • Yavapai County, AZ - (877) 457-1733
  • Downtown Phoenix, AZ - (866) 964-4852
  • Apache Junction, AZ - (866) 964-7417
  • Las Vegas, NV - (866) 704-4859
  • Tatum Blvd in Phoenix, AZ - (866) 348-7855
  • National main number (longest on-hold times) - (800) 772-1213