I've done a ton of these.
@ t65 they call. Unsure what to do. Help them with A-Only + some education.
Keep in CRM
Template letter 9 months later.
Says something like this:
Hi John,
I spoke with you in May 2024. We talked about how you needed A-Only since you had employer coverage, and we set Part A up with you.
You indicated that you were thinking of retiring in 2 to 3 years. I know it's not 2026 yet but just wanted to check in. See if you need anything or if any plans had changed since we last talked.
Hope you're well. If I don't hear from you I'll assume all is good and maybe I'll check in on another 8-9 months or so. Here's my card again.
Enjoy your weekend!
Scott
Simple. Very profitable.
Thanks for explaining. So you're keeping up with them so to speak, thats what I was wondering.