PDP for Med Supp Clients

Oct 5, 2015

  1. saintstigers
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    saintstigers Guru

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    Do you spend the time to go thru a PDP presentation for your clients that buy a Med Supp or do you just refer them to medicare.gov to enroll by phone?
     
  2. ChangeGonnaCome
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    ChangeGonnaCome New Member

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    If ALL they want is PDP---forget it. I have them call and do the Wal Mart Plan

    If they are doing a Med Supp and I can do the PDP app at the same time---for $20 bucks or whatever I will do it

    But when the PDP starts dropping drugs or pharmacies I am usually sorry I wrote it
     
  3. WCMason
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    WCMason Guru

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    I always help my med supp clients find an Rx plan and enroll them if the plan contracts with agents, show them how to self-enroll if not. I then give them their drug ID and show them how to review every year. Small money, but good at protecting persistency and I've found it gets me lots of new clients due to referrals. I've stopped marketing and still can hardly keep up with the referrals, which I attribute--at least in part--to offering ongoing help every year with the part of Medicare they find the most confusing.
     
    WCMason, Oct 5, 2015
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  4. yogooglethis
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    yogooglethis Guru

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    How many prospects buying med supps in aep do not expect a face to face meeting with an agent to include discussion about pdp? fortunately i work mostly referrals so don't have to worry about accusations of bait and switch when setting appointments med supp/pdp/ma but very rarely have i had a referral for a med supp and the prospect didn't want to talk with me about possibly being their agent for the pdp as well.
     
  5. Glen Shelton
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    Glen Shelton Guru

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    ^^^

    What he said. I try to stick to Supps as much as possible to avoid headaches ...
     
  6. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    I like your new avatar, but I really liked Walt. Lincoln Heritage's the bullseye.:laugh:
     
  7. Glen Shelton
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    Glen Shelton Guru

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    LH - Lincoln Heritage

    How did I not notice this???
     
  8. goillini52
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    goillini52 MAGA...Eat More Bacon & BUILD THAT WALL!!!

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    So now we have a Lead Jerk and a Lead Hero.:yes:
     
  9. Justin Bilyj
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    Justin Bilyj Guru

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    Now we need a Lead Wizard and it will be complete!
     
  10. Glen Shelton
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    Glen Shelton Guru

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    Is that like Heroes v. Villains???

    ;)
     
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