What Are the Rules?

[fetam]

What are the rules when a Med Supp client wants to hook you up with her granddaughter? Is it ok to accept the offer or what? Very out of the blue phone call from her...haha

Would love to hear your stories/advice on this!

 

[Newby]

What are the rules when a Med Supp client wants to hook you up with her granddaughter? Is it ok to accept the offer or what? Very out of the blue phone call from her...haha

Would love to hear your stories/advice on this!

we're going to need to see pictures of the Grand Daughter.

 

[fetam]

She's the one on the right side...

 

[Dave020]

Per CMS:

You will need to provide the grandmother with a Scope of Appointment letter outlining the proposed date and topics to be discussed on said date. You will also need to provide the grandmother with a list of things you will and will not do (with and to her granddaughter) on the first date.

Given the picture, ahem, I suggest you further follow the new CMS guideline and allow a 48-hour cooling off period after the first date before you approach her for a second date.

After the second date, it's a free for all

 

[Professor Leads]

Now we need to see a picture of you to determine what your chances of success are so we can make a risk assessment. You know, we need to make sure this is a "like to like" move.

 

[G.Gordon]

To hell with the daughter... go for the grand-daughter. (assuming the other girl is the one on the right's daughter)

Or... go for a two-for-one.

 

[Josh]

I think the bigger challenge is would she be interested in you?

Also, if the girl on the left is her ex then I think that you're obligated to accept the offer.

 

[fetam]

Oh hell...I knew this post would be funny! And no, you don't need to see me to see if I qualify for her. I don't need looks...I have the skills! lol

I think the one on the left is just her friend. Seems like a few of you guys like red heads huh?!?!

We actually went out for a margarita and a molten chocolate cake from Chili's. She was fun as hell and looks even better in person! Oh and she asked ME out on a second date, but I said I could only afford it if her grandpa bought an FE plan from me this week! .....I'm soooo smooth!

 

[Superchief]

Get her friend's number for me! I mean dayum. I love those redheads...

 

[Crabcake Johnny]

There's no "rule" against it but to keep a good relationship with your client I'd send her your photo, chat on the phone and then possibly meet for coffee.