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Benefit Programs at Ideal Workplace®

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    • Client Sync
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    • Social Security Planning Webinar
    • How to download your Social Security full earnings record
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    • Life Insurance Interactive Presentation
    • Life Insurance
  • WebinarsExpand
    • Creating a Passive Income Generator Overview
    • Social Security Planning Webinar
    • Medicare changes through the Inflation Reduction Act
    • Perfect Portfolio Overview
    • Medicare Savings Program
    • Live Social Security Planning Webinar
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Benefit Programs at Ideal Workplace®

Schedule with David Westgate

Text us at 774-855-6600


Please choose the type of form you want to download.

The Retirement Roadmap is a comprehensive program that encompasses Social Security, Medicare, and various retirement planning concepts. You can participate in one or all of these services.

In-person appointments will be at 866 Kempton St. New Bedford MA.

Before meeting with a Medicare beneficiary (or their authorized representative), Medicare requires that a Licensed Sales Representatives use this form to ensure your appointment focuses on on the type of plan and products you are interested in. A separate form should be used for each.

Medicare ProductsPlease check what you want to discuss with the Licensed Sales Representative.
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 By signing this form, you agree to receive communication from Ideal Workplace® or meet with a Licensed Sales Representative to discuss the products checked above.  The Licensed Sales Representative is contracted by a Medicare plan and may be paid based on your enrollment in a Medicare plan.  They do NOT work directly for the federal government.

Signing this form does NOT affect your current or future enrollment in a Medicare plan, enroll you in a Medicare plan or obligate you to enroll in a Medicare plan. All information on this form is confidential.

 By signing this form, you agree to receive communication from Ideal Workplace® or meet with a Social Security Analyst. They do NOT work directly for the federal government or the Social Security Administration.

Signing this form does NOT affect your current or future enrollment in Social Security. All information on this form is confidential.

Upon completion of the form you will be redirected to schedule a time.

By checking this box I agree to receive text messages from Ideal Workplace related to the services I chose on this form. Ideal Workplace uses SMS to communicate with customers regarding appointment reminders, service updates, and client satisfaction follow-ups from our staff. Messages are sent to opted-in recipients and do not include marketing content. Message frequency varies but is typically less than 1 per week. Mobile information will not be shared with third parties. To confirm your opt-in and start receiving SMS updates, please reply JOIN. Msg/data rates may apply. Message frequency varies. Reply STOP to opt out at any time. Reply HELP for support.View Privacy Policy Privacy Policy. View Terms of Service Terms of Service.

By checking this box I agree to receive email messages from Ideal Workplace related to the services I choose on this form. Ideal Workplace obtains implied consent from customers who provide their email address and opt in to receive communications from us. When a user submits their email through our website or other designated sign-up forms, no email information will be shared with third parties for marketing or promotional purposes. Customers can opt in to receive emails by providing their email address and checking this consent box. Users may opt out at any time by clicking “Unsubscribe” in any email. View Privacy Policy Privacy Policy. View Terms of Service Terms of Service.

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Visit us at 866 Kempton St. New Bedford MA

Ideal Workplace

Find a plan in your area

David Westgate-(NIPR #19588923) Currently, we represent 8 organizations which offer 40 products in the Bristol and Plymouth Counties area. Contact us about other areas. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program for help with plan choices.

© 2019-2025 Benefit Programs at Ideal Workplace®  Privacy Policy

  • Home
    • Business Benefits
    • FAQ
  • Retirement Roadmap
    • Retirement Roadmap Interactive Presentation
    • Financial Stress Quiz
  • Perfect Portfolio
    • Perfect Portfolio Interactive Presentation
    • Webinar-Perfect Portfolio Overview
  • Medicare
    • Client Sync
    • Shop Plans
    • Webinar-Medicare changes through the Inflation Reduction Act
    • Webinar-Medicare Savings Program
  • Social Security
    • Social Security Planning Webinar
    • How to download your Social Security full earnings record
  • Life Insurance
    • Life Insurance Interactive Presentation
    • Life Insurance
  • Webinars
    • Creating a Passive Income Generator Overview
    • Social Security Planning Webinar
    • Medicare changes through the Inflation Reduction Act
    • Perfect Portfolio Overview
    • Medicare Savings Program
    • Live Social Security Planning Webinar
  • Blog
    • Medicare
    • Financial
    • Social Security
    • Life Insurance
  • Contact
    • Schedule
  • Reviews
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