Getting out of Medicare Advantage

[rawlan]

I have a client, that would qualify for a Med Supp and wishes to get out of his Medicare Advantage plan. I have looked over the SEP and cannot find anything that would be a reason to switch plans. Does anyone know of a way to switch back to traditional Medicare now or do I need to wait until AEP? I know this has probably been asked to death. Thanks in advance.

 

[Chazm]

Do they qualify for the Trial right?

 

[rawlan]

Should have been more specific, no he is 70 years old. I just wrote his wife a Plan G in South Carolina and when they started comparing apples to apples he decided he liked the Plan G better than what he had UHC Complete.

 

[Chazm]

AEP .

 

[rawlan]

That's what I love about this place, just pull the band aid right off. Quickly!

I figured that would be the case. Thanks for the quick response.

 

[somarco]

How is his health?

 

[rawlan]

Aside from the shingles, all of his health issues were from over 5 years ago. He has passed three different pre-quals. He will pass underwriting.

 

[somarco]

Good for you.

Too many agents fail to ask about health or med's until they take the app. That is the wrong time to do that.

 

[rawlan]

Oh absolutely. I do not want to waste their time or give them false hope. That is doing them a disservice and puts a bad taste in their mouth about me.

 

[JaBrooklyn]

At least in NYC, cant you switch to a PD plan once a year using EPIC (NY STATE PHARMACEUTICAL) and then applying for sup?