you can discuss Part D once they become a medigap client but you still have to get a scope signed, which is no big deal
Door Knocking "Cold" T65 List of Names
- Thread starter Agentguy5
- Start date
- 6,455
(Caveat, not an agent.)
It seems to me like I have read thread discussions about scope requirements loosening up in the last year or so.
If FE people can cross sell Medicare advantage by getting a scope signed while they are in the house and then go to product description and sales, it seems like the same general principle(s) would apply if a generalized Medicare and you discussion about Medicare leads to prospect questions and prospect willingness to sign a scope as a prerequisite to hear more specific details.
You have permission to discuss MA with anybody who is already a client of yours, so, if you write them a FE plan, then you’re good to go, but, it can’t be at the same appointment; meeting somebody to discuss FE, Medsup, etc and then pivoting to MA is a bit tricky, do so at your own peril.
- 4,707
Those pesky CMS rules are just suggestions on how to conduct your sales activities. No one ever gets punished, fined or suspended.
- 29,480
As Independent Agents, we can do WTF we want. Screw CMS!!!
- 5,778
You haven't written enough to know yet, or you are playing dumb. I had someone climb into a clients ear and got one of those nasty letters Humana used to put out in the day when they were investigating a "supposed issue". (Nothing was found amiss, because there was nothing amiss.) That left such a bade taste in my mouth that I stopped re-qualifying that year for all the carriers I represented.
In my mind, when the government limits a client's ability to learn of all options that can they can choose from in one sitting... that is a grave disservice to the client. What they have done is hobbled good agents ability to present important information to medicare recipients.
- 5,778
As Independent Agents, we can do WTF we want. Screw CMS!!!
I will visit you when they take you away.
Wonder if they are going to allow recreational use in the joint? 
- 29,480
I was door knocking a T-65 list a coupleof years ago and this gal smugly says, "It's against the law to knock on doors for Medicare Supplements!"You haven't written enough to know yet, or you are playing dumb. I had someone climb into a clients ear and got one of those nasty letters Humana used to put out in the day when they were investigating a "supposed issue". (Nothing was found amiss, because there was nothing amiss.) That left such a bade taste in my mouth that I stopped re-qualifying that year for all the carriers I represented.
In my mind, when the government limits a client's ability to learn of all options that can they can choose from in one sitting... that is a grave disservice to the client. What they have done is hobbled good agents ability to present important information to medicare recipients.
I replied, "Nope, that's Medicare Advantage, and I don't sell that crap!"
