I went on an appointment last night with a prospect that I thought I prequalified properly over the phone.
She turned 65 in February of this year, is still employed, but does not provided with enough hours for her employer to cover her medical insurance.
I sat with her and went over a MA plan that she wanted to enroll in. When she gave me her Medicare card, the Part A effective date was February of this year and Part B effective was July of 2016.
She said that she was not sure whether or not she wanted to take retirement benefits at the moment but she definitely wanted her Medicare parts A and B.
I advised her to decide exactly what she wants to do, then go sown to the SSA and either pay for part B on her own, or take her retirement benefits and have the part B premium deducted.
What I'm trying to figure out is whether or not the July of 2016 part B effective date a mistake on behalf of the prospect/SSA or is there something else that I'm missing?
She turned 65 in February of this year, is still employed, but does not provided with enough hours for her employer to cover her medical insurance.
I sat with her and went over a MA plan that she wanted to enroll in. When she gave me her Medicare card, the Part A effective date was February of this year and Part B effective was July of 2016.
She said that she was not sure whether or not she wanted to take retirement benefits at the moment but she definitely wanted her Medicare parts A and B.
I advised her to decide exactly what she wants to do, then go sown to the SSA and either pay for part B on her own, or take her retirement benefits and have the part B premium deducted.
What I'm trying to figure out is whether or not the July of 2016 part B effective date a mistake on behalf of the prospect/SSA or is there something else that I'm missing?
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