I've just received 100 turning 65 leads. Could the Medicare gurus in attendance please pass judgement on 2 prospecting scenarios that I am considering:
(1) Knock on their door and -- after some chit chat about how confusing Medicare is to someone turning 65 - tell them that I want to discuss their Medicare Supplement options with them. Before I set the appointment, though, I will tell them that in order to give them a balanced overview of their Medicare options, that I will need to discuss the Medicare Advantage program. In order to discuss the MA program, though, I will need to get their written consent (Scope of Appointment). I will then go ahead and schedule the appointment a minimum of 48 hours in advance.
(2) Knock on their door and -- after some chit chat about how confusing Medicare is to someone turning 65 - tell them that I want to discuss their Medicare Supplement options with them. After having discussed Medicare Parts A & B and the supplement, I will tell them that in order to give them a balanced overview of their Medicare options, that I will need to discuss the Medicare Advantage program. In order to discuss the MA program, though, I will need to get their written consent (Scope of Appointment). I will then go ahead and schedule the appointment a minimum of 48 hours in advance.
Assume that the carrier that I discuss has both MA and Supplement plans.
What are your thoughts as to the legality of either scenario?
(1) Knock on their door and -- after some chit chat about how confusing Medicare is to someone turning 65 - tell them that I want to discuss their Medicare Supplement options with them. Before I set the appointment, though, I will tell them that in order to give them a balanced overview of their Medicare options, that I will need to discuss the Medicare Advantage program. In order to discuss the MA program, though, I will need to get their written consent (Scope of Appointment). I will then go ahead and schedule the appointment a minimum of 48 hours in advance.
(2) Knock on their door and -- after some chit chat about how confusing Medicare is to someone turning 65 - tell them that I want to discuss their Medicare Supplement options with them. After having discussed Medicare Parts A & B and the supplement, I will tell them that in order to give them a balanced overview of their Medicare options, that I will need to discuss the Medicare Advantage program. In order to discuss the MA program, though, I will need to get their written consent (Scope of Appointment). I will then go ahead and schedule the appointment a minimum of 48 hours in advance.
Assume that the carrier that I discuss has both MA and Supplement plans.
What are your thoughts as to the legality of either scenario?