Joint Venture Partner Client Referrals for Medicare Advantage or Supplement Products

jolivertexas

Expert
66
What are referral rules from 1 joint venture partner to another joint venture partner for Medicare Advantage?

Can a joint venture partner, that is not an insurance agency or insurance licensed, call its existing book of clients who are Medicare eligible to suggest that Medicare be discussed and then to offer to transfer the call to the other joint venture partner who is an insurance agency that is insurance licensed?
 
Back
Top