Contact Silver Path Benefits Insurance Services

Start the conversation the right way.

Whether you have a Medicare question or want to request a consultation, you can reach Silver Path directly by phone or email. If your conversation will involve Medicare plan marketing, you can also prepare a Scope of Appointment below.

Call Silver Path Email Silver Path

Licensed California life & health guidance

Direct access Call or email the agency directly

Beneficiary-first Clear guidance without unnecessary form friction

A simpler way to begin

Direct contact. Clear next steps.

Speak with Silver Path by phone or email, then complete a Scope of Appointment only when it is appropriate for the Medicare conversation you want to have.

01 Call Directly

Speak with Silver Path at (562) 328-4326.

02 Email the Agency

Send your general Medicare question or consultation request.

03 Prepare an SOA

Use the approved PDF when a Medicare marketing appointment requires it.

Choose your next step

Talk with Silver Path, or prepare for a plan discussion.

Choose the path that fits your situation. General questions and consultation requests can begin by phone or email, while the Scope of Appointment is available when a Medicare plan discussion requires it.

Speak with Silver Path

Start with a question or consultation request.

Call the agency directly or send a general email. We can clarify what you need, determine the appropriate next step, and schedule a conversation when needed.

Call (562) 328-4326 → Email Silver Path → Permission to Contact →

Scope of Appointment

Prepare for a Medicare marketing appointment.

The Scope of Appointment documents the Medicare plan categories you agree to discuss. It is not an enrollment form and does not obligate you to choose a plan.

Complete SOA Online → Download the SOA PDF →

Your advisor

Guidance that stays personal, clear, and beneficiary-first.

Matthew Valdes

California Licensed Life & Health Insurance Agent

Every Medicare journey is different. My role is to help you understand your options clearly, answer your questions, and help you move forward with more confidence.

What you can expect

Clear explanations, practical next steps, and guidance built around your questions.

Keep sensitive information private

Do not send Social Security numbers, Medicare IDs, banking details, medical records, or other sensitive information by ordinary email.

When an SOA is used

A Scope of Appointment helps define the Medicare plan categories to be discussed before a marketing appointment.

Call (562) 328-4326 Speak directly with Silver Path Email contact@spbenefits.com Choose your email service

Start here

Choose how you want to start.

Use Permission to Contact when you want Silver Path to follow up with you. Use Scope of Appointment when you are preparing for a Medicare marketing appointment. After you complete a form, the site prepares a message for the email service you choose so you can review and send it directly to Silver Path.

Permission-based follow-up

Request a call, email, or text.

Use this form when you want Silver Path Benefits Insurance Services to contact you about your Medicare questions, coverage review, or consultation request.

First Name

Last Name

Email Address

Phone Number

Preferred Contact Method

Best Time to Reach You

What would you like help with?

Tell us a little more

How submission works: We will prepare your completed request in the email service you choose. Review it and press Send to complete your request.

Please do not submit Social Security numbers, Medicare identification numbers, banking information, or medical records through this form.

Before a Medicare marketing appointment

Complete a Scope of Appointment.

A Scope of Appointment documents the product categories you want to discuss. It helps keep the meeting focused and beneficiary-directed. It is not an enrollment form.

Why this matters

The Scope of Appointment helps define the categories to be discussed before the appointment begins.

What you can select

Choose the Medicare plan types or related categories you want to review so the meeting stays focused on your request.

Printable fallback

Prefer paper? Use the downloadable Silver Path SOA PDF instead.

Download printable SOA PDF →

First Name

Last Name

Phone Number

Email Address

Preferred Appointment Type

This appointment is for

Preferred Appointment Date

Preferred Appointment Time

What would you like to discuss?

Select one or more categories to define the appointment.

Medicare Advantage (Part C) Medicare Supplement Insurance (Medigap) Prescription Drug Plans (Part D) Dental, vision, or hearing benefits Premium, cost, or subsidy questions Current coverage review

Additional notes

Typed Legal Name / Electronic Signature By typing your legal name, you intend this entry to serve as your electronic signature for this Scope of Appointment.

Date Signed Enter the date you are completing this Scope of Appointment.

Electronic submission: Your selected topics, typed legal-name signature, and signed date will be placed into a prepared email. Review it and press Send to return the SOA to Silver Path.

Please do not submit Social Security numbers, Medicare identification numbers, banking information, or medical records through this form.

What happens next

A clear path from first request to a prepared conversation.

Choose a Permission to Contact request or a Scope of Appointment, review the prepared email, and send it directly to Silver Path. We will confirm the appropriate next step before moving forward.

Choose the right request.

Use Permission to Contact for follow-up or Scope of Appointment when you are defining a Medicare marketing conversation.

We confirm the next step.

Silver Path can answer general questions, determine whether a consultation is appropriate, and coordinate scheduling.

Document the appointment when required.

If the conversation involves Medicare plan marketing, the appropriate Scope of Appointment process is completed before the discussion.