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Scenario:
Met with a lovely couple yesterday afternoon who own a house here in Illinois. About halfway through the meeting, they tell me they aren't actually Illinois residents, but Florida residents. They spend 6 months and 1 day in Florida, at a house they own there. They have a Florida license that is only good in Florida (not sure how that works) But they ALSO still have their Illinois Licenses. They own the house in Illinois, but they do NOT pay Illinois State taxes, and they vote nationally as Florida residents.
Am I even allowed to sign them up for a med supp? Or do they have to do it in Florida, with someone who is licensed in Florida. They want to get this done before they go to Florida in a couple of weeks, and want to write with me because I took the time to come out and explain it all to them. His Medicare starts April 1, because his birthday is May 1st. I would obviously love to write them a supp, because his wife turns 65 next year, but I don't want to get into trouble!!
What to do???
Met with a lovely couple yesterday afternoon who own a house here in Illinois. About halfway through the meeting, they tell me they aren't actually Illinois residents, but Florida residents. They spend 6 months and 1 day in Florida, at a house they own there. They have a Florida license that is only good in Florida (not sure how that works) But they ALSO still have their Illinois Licenses. They own the house in Illinois, but they do NOT pay Illinois State taxes, and they vote nationally as Florida residents.
Am I even allowed to sign them up for a med supp? Or do they have to do it in Florida, with someone who is licensed in Florida. They want to get this done before they go to Florida in a couple of weeks, and want to write with me because I took the time to come out and explain it all to them. His Medicare starts April 1, because his birthday is May 1st. I would obviously love to write them a supp, because his wife turns 65 next year, but I don't want to get into trouble!!
What to do???