Spending time indoors this summer? Get your medical and insurance paperwork organized!


Arizona’s hotter temperatures are here, and that means more time spent indoors. This is a great time to organize that pile of receipts, file important papers, and tackle some of your long-term projects in the comfort of the AC.

Take stock of the first half of the year

See where you’re at on your deductibles, medical and prescription expenses, etc., so you can budget and plan for the second half of the year.

Refresh your files

Now that you’ve closed out last year from a tax perspective following the April 15 deadline, switch over last year’s paperwork to your long-term filing system. If you haven’t already, create new digital and physical files for this year’s receipts and statements.

Make medical appointments

Physician’s offices typically slow down in the summer after seeing all the new patients in the first part of the year and before cold and flu season in the winter. Take advantage of their lighter schedule by making appointments in the summertime – nothing better than that ice-cold waiting room in the AZ heat!

Diane “Dee” Lee Insurance is an experienced, licensed insurance broker and representative, providing Plans that work with your Medicare (parts A and B), supplemental Medicare, Medicare Advantage (part C) and Medicare Prescription Drug (part D) plans. Diane Dee Lee Insurance also provides healthcare plans to cover dental, vision, hospital stays, home health care and more. She also serves the under 65 population. Serving as an Insurance Broker in Anthem, Scottsdale, Cave Creek, Deer Valley, Peoria, Glendale, Surprise, the Phoenix-metro area, Mesa , Queen Creek, as well as the counties of Pima, Pinal, Coconino, Gila, Mohave, Apache, Navajo, Maricopa and Yavapai and all of Arizona.  Licensed in thirteen states and appointed with multiple insurance carriers, Dee is available to meet in person (with necessary social distancing guidelines if necessary) or virtually. Please call (623) 251-6612, text 623-499-7703 or email dleeski@reagan.com. AZ CA FL IL IN MI MN NV TX UT VA WA WI