Let's say you don't just do Medicare. You also offer other lines of insurance. Perhaps you're also a retirement planner and discuss annuities, LTC, and life insurance with clients. Or you also just do Final Expense. Etc.
Whatever else you offer...
Once you've taken care of the Medicare plan for your client, what's the best way to go about bringing up your other offerings? And doing so another day, not at the same time as the Supp/Part D or MAPD.
Obviously just saying "hey, do you want to also buy...?" is not the way to do it.
I'm assuming you acting like more of an advisor is the best route to take.
For example (assuming this is a few days later or so)...
"Jane, now that we took care of Medicare and you don't have to worry about health care costs getting out of control, I was thinking of you and your situation. I'm concerned that there are other retirement risks that you're not prepared for. I do this with all of my clients. I don't just help with Medicare, I'm also a (blank) advisor and help with (blank). These risks - (blank) - could really impact your retirement in a negative way, similar to uncapped healthcare costs. However, I help my clients plan correctly so if those risks come about, my clients are prepared and protected. And once you're prepared, you don't have to worry about (the risks)."
Or something similar to that. And you can point them to your website for for information, etc.
I'm just thinking that some people might think you're just trying to sell them something else.
Your thoughts.
Whatever else you offer...
Once you've taken care of the Medicare plan for your client, what's the best way to go about bringing up your other offerings? And doing so another day, not at the same time as the Supp/Part D or MAPD.
Obviously just saying "hey, do you want to also buy...?" is not the way to do it.
I'm assuming you acting like more of an advisor is the best route to take.
For example (assuming this is a few days later or so)...
"Jane, now that we took care of Medicare and you don't have to worry about health care costs getting out of control, I was thinking of you and your situation. I'm concerned that there are other retirement risks that you're not prepared for. I do this with all of my clients. I don't just help with Medicare, I'm also a (blank) advisor and help with (blank). These risks - (blank) - could really impact your retirement in a negative way, similar to uncapped healthcare costs. However, I help my clients plan correctly so if those risks come about, my clients are prepared and protected. And once you're prepared, you don't have to worry about (the risks)."
Or something similar to that. And you can point them to your website for for information, etc.
I'm just thinking that some people might think you're just trying to sell them something else.
Your thoughts.