California Agents with Clients Over Age 65..

[Cornelius]

Does any Calif. agent have a generic form they use for the 24 hour pre-appointment requirement when speaking to seniors over age 65?

Yes I did contact the specific carrier but they informed me that they do not supply the form. It is the agent responsibility to provide it to the prospective client.

Ref: See Annuity section.

Senior Insurance Bill of Rights

Thanks..

 

[WinoBlues]

Do you have an email or fax to send it to?

Does any Calif. agent have a generic form they use for the 24 hour pre-appointment requirement when speaking to seniors over age 65?

Yes I did contact the specific carrier but they informed me that they do not supply the form. It is the agent responsibility to provide it to the prospective client.

Ref: See Annuity section.

Senior Insurance Bill of Rights

Thanks..