Disabilty,Medicaid Clients

[noah]

1. If it's just enough for a funeral they will never have a problem. When the cash builds up, just assign it to their funeral home.

2. If it's more than that, pull cash out of the policy when it builds up and spend on personal items (furniture, clothes, home repairs, etc. )

3. If it's not inconvenient to make someone else the owner at the time they purchase the policy, do that.

It's really not to big of an issue.

1.What if the funeral home goes out of business,changes hands ?

2. What if they are ill,an invalid in a nursing home ?

3. Inconvenient for who the client or the agent ? Oh so if it's inconvenient for the agent to get a signature from an alternate owner on the spot the agent should just set up the policy so it could be a problem for the client at some point down the road ?

Aren't we supposed to always put the client in a better position ?

 

[Newby]

1.What if the funeral home goes out of business,changes hands ? 2. What if they are ill,an invalid in a nursing home ? 3. Inconvenient for who the client or the agent ? Oh so if it's inconvenient for the agent to get a signature from an alternate owner on the spot the agent should just set up the policy so it could be a problem for the client at some point down the road ? Aren't we supposed to always put the client in a better position ?

Now I think you are just trolling. What do you think happens if the funeral home goes out of business? You just assign it to a different funeral home. If you change your mind on the funeral home selection for any reason you just assign to a new one. You don't even have to do that. Just have your family go to the one they want when you die. That's the only one that will be paid regardless of which funeral home owns the policy. Just like a pre-need. "As interests may appear" - remember?

Noah, this stuff seems very overwhelming to you. I'm going to have to suggest that you stick to your upline (Todd King) like glue until you get every possible situation figured out. It's the least he can do for you.

 

[noah]

Now I think you are just trolling. What do you think happens if the funeral home goes out of business? You just assign it to a different funeral home. If you change your mind on the funeral home selection for any reason you just assign to a new one. You don't even have to do that. Just have your family go to the one they want when you die. That's the only one that will be paid regardless of which funeral home owns the policy. Just like a pre-need. "As interests may appear" - remember?

Noah, this stuff seems very overwhelming to you. I'm going to have to suggest that you stick to your upline (Todd King) like glue until you get every possible situation figured out. It's the least he can do for you.

Well,you can think whatever you like.

I am not overwhelmed at all,just trying to do the right thing by the client.

I should just let the issue with the CV slide,let it blow up on the client at a later time,right ?

Todd's motto is "do the right thing because simply it's the right thing to do".

What's your motto at FEX ?

 

[Newby]

Well,you can think whatever you like. I am not overwhelmed at all,just trying to do the right thing by the client. I should just let the issue with the CV slide,let it blow up on the client at a later time,right ? Todd's motto is "do the right thing because simply it's the right thing to do". What's your motto at FEX ?

Our motto is "The sky is not falling".

None of the things you fear is any problem at all.

 

[noah]

Our motto is "The sky is not falling".

None of the things you fear is any problem at all.

So are you saying that I am in fear for doing the right thing?

 

[goillini52]

1.What if the funeral home goes out of business,changes hands ?

2. What if they are ill,an invalid in a nursing home ?

3. Inconvenient for who the client or the agent ? Oh so if it's inconvenient for the agent to get a signature from an alternate owner on the spot the agent should just set up the policy so it could be a problem for the client at some point down the road ?

Aren't we supposed to always put the client in a better position ?

Aren't you "that guy" who said you'd put somebody in a Bronze, even though they could get day one Level with another company.....because you promised Bontel you'd put all your business with Settlers? How is that putting the client in a better position?

 

[noah]

Aren't you "that guy" who said you'd put somebody in a Bronze, even though they could get day one Level with another company.....because you promised Bontel you'd put all your business with Settlers? How is that putting the client in a better position?

Aren't you the guy that has the time on his hands to post over 9,000 times in the last 2-3 years on this Forum ?

You must really have a wonderful life,exciting life !

Do you look like your avitar ?

 

[goillini52]

Aren't you the guy that has the time on his hands to post over 9,000 times in the last 2-3 years on this Forum ?

You must really have a wonderful life,exciting life !

Do you look like your avitar ?

And what does that have to do with you screwing people over and asking stupid questions?


I'm happy with my life and I'm a little better looking than my avatar.

 

[Todd King]

Aren't you "that guy" who said you'd put somebody in a Bronze, even though they could get day one Level with another company.....because you promised Bontel you'd put all your business with Settlers? How is that putting the client in a better position?

Aren't you the guy that has the time on his hands to post over 9,000 times in the last 2-3 years on this Forum ?

You must really have a wonderful life,exciting life !

Do you look like your avitar ?

Noah, surely you didn't say that?


I'm going to try and clear this up a bit. I think Noah kind of misunderstood what I had told him in this situation. I did tell him to make someone else the owner if it could be done. I also told him to at least ask the question to find out how hard or easy it would be to get the owner's signature on the app. Basically, at least ask the questions to find out. Don't assume that the owner is like the insured who is destitute and wouldn't know how to even turn on a computer much less be able to print and scan and email the form back. Always ask. It may not be that much trouble and it's good for the client in a "Medicaid" situation.

Sometimes it is a little extra work, but you don't want to go in the hole doing it either.

 

[rousemark]

And what does that have to do with you screwing people over and asking stupid questions?


I'm happy with my life and I'm a little better looking than my avatar.

Says you! .