2013 CMS Generic SOA Form

[Kamke Insurance]

Is the generic form available yet? I can't find it anywhere. Can we use the 2012? Some one had a 1 page on here for last year. Didn't know that existed.

 

[midwestbroker]

You can download one here:

https://www.box.com/s/94b53ce91276f2fa9d3d

 

[Kamke Insurance]

Thank you so much. Being an Independent Agent, it makes it easier.

 

[AllGold]

Thanks for posting the form!

But can someone offer a reasonable explanation on why CMS wants non-Medicare plans--of which they have no control--on the Scope now?

 

[Midlevel]

Because before we weren't supposed to offer the Hospital Indemnity plan along with MAPD's and I was told now we can do them at the same appointment if the SOA is filled out as such. Those 2 plans kind of go hand in hand so it's nice they finally have this. They do have control as to what you are talking about combined with a MAPD or PDP. Such as you shouldn't be talking about Life Insurance or LTC Insurance at the same appointment which you probably already know.