SSN and FE Insurance Application

[magagent]

I know guys that do that... I never thought anyone would openly admit on a public insurance board that they do it though.

 

[annuityseller]

That's pretty sharp!!!

 

[HoosierDaddy]

I think the SS# is just an excuse. I don't think the social security number is the real issue most of the time. She may be skeptical of you the agent or the product...

Another thing I do is if she says my son said ".... yada, yada"... I simply look at her with a very caring look on my face and say.... "I'm sorry Mildred. I did not realize that your son helps you with your decisions. What is his cell phone number and I will call and talk to him."

A lot of time they will perk up and say (No, I make my own decisions) you have threatened there independence.

But IMO, I think she in not sold on it yet. SS # is an easy out for her.

 

[jdeasy]

I think the SS# is just an excuse. I don't think the social security number is the real issue most of the time. She may be skeptical of you the agent or the product...

Another thing I do is if she says my son said ".... yada, yada"... I simply look at her with a very caring look on my face and say.... "I'm sorry Mildred. I did not realize that your son helps you with your decisions. What is his cell phone number and I will call and talk to him."

A lot of time they will perk up and say (No, I make my own decisions) you have threatened there independence.

But IMO, I think she in not sold on it yet. SS # is an easy out for her.

That's what I was going to say. The SS# is just a smokescreen. If she wants the FE, she will give the SS#.

As far as using the Medicare number, it is not always the person's SS number with a letter at the end. If the letter is an A, then it is their SS number. Any other letter, it's not.