I am a newer producer, so I am sorry for asking what is probably a stupid question. I would like to help my dad with changing his PDP, and I just want to make sure I'm not doing anything wrong. Apart from treating him like anyone else from a compliance standpoint, is there anything important that I should know? Are most carriers fine with this, or is it something that I should research with each one? I definitely appreciate any advice, as this would be my first time assisting a family member.
General Questions about Assisting Family Member
- Thread starter cai24
- Start date
- 4,707
Are you just going to go to Medicare.gov and enroll him? Or, are you going to sell him a Medicare Part D plan?
- 5,778
Whoa... very much out of compliance to help a family member! 
...just kidding.
Just make sure that if they ask if your are related to the individual that you answer it properly, other wise they are pretty much treated the same. You might want to see if it will effect how commissions are paid.
...just kidding.
Just make sure that if they ask if your are related to the individual that you answer it properly, other wise they are pretty much treated the same. You might want to see if it will effect how commissions are paid.
- Thread starter
- #4
- Thread starter
- #5
Whoa... very much out of compliance to help a family member!
...just kidding.
Just make sure that if they ask if your are related to the individual that you answer it properly, other wise they are pretty much treated the same. You might want to see if it will effect how commissions are paid.
Thank you!
- 29,489
Sell it. Just do it the same way you would anybody else face to face (so you don't have to record it).
- Thread starter
- #7
Thank you!
