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100% of my Medicare business is referral from Investment Advisors, CPA's and Elder Care Attorneys. All of them know to have the person(s) contact me via letter or email, stating who they've spoken to, and that they want to talk with me about their Medicare options. ..."and, oh, by the way, here are the doctors I see and the medications I take..."
I then send them a SOA, get it filled out, then call for an appointment.
I do not accept phone calls from someone who wants to work with me. It MUST be either an email or letter, referring to the individual who they talked to.
On CMS's smartest day, they are not as smart as I am on my dumbest day
People must know me, like me, and trust me, before they work with me. This is one way that I ensure a Medicare Beneficiary wants to work with me. It only works for me. I don't expect it to work for the rest of you.
Not trying to pile on you Bob, but didn't you used to sit in the Food Court at the mall with a sign saying to ask you about Medicare?