- 15,319
Just got this crap from one of my carriers....
New cooling-off period for prospects is required when selling all Medigap, Medicare Advantage and PDP plans.
It is important that all Health Net producers who sell our Medicare plans identify all products to be discussed, including but not limited to Medigap, MA/MAPD plans and PDP to clients prior to any in-home meeting. New CMS requirements state that you must now notify your client, prior to an in-home appointment, all Medicare plans that will be discussed during your meeting. In the event where you want to present other plans not mentioned when scheduling the appointment, CMS is now requiring that you reschedule another in-home meeting at least 48 hours after the initial one with your client. The time between your two scheduled in-home appointments is referred by CMS as the cooling off period. CMS's goal, by implementing this requirement, is to help ensure that your client has accurate information for all recommended Medicare plans, so they can make an informed choice about their benefits without being pressured. You may leave materials and brochures on the additional products you plan to discuss at the ensuing appointment but you may not discuss them during the initial visit.
Rick
New cooling-off period for prospects is required when selling all Medigap, Medicare Advantage and PDP plans.
It is important that all Health Net producers who sell our Medicare plans identify all products to be discussed, including but not limited to Medigap, MA/MAPD plans and PDP to clients prior to any in-home meeting. New CMS requirements state that you must now notify your client, prior to an in-home appointment, all Medicare plans that will be discussed during your meeting. In the event where you want to present other plans not mentioned when scheduling the appointment, CMS is now requiring that you reschedule another in-home meeting at least 48 hours after the initial one with your client. The time between your two scheduled in-home appointments is referred by CMS as the cooling off period. CMS's goal, by implementing this requirement, is to help ensure that your client has accurate information for all recommended Medicare plans, so they can make an informed choice about their benefits without being pressured. You may leave materials and brochures on the additional products you plan to discuss at the ensuing appointment but you may not discuss them during the initial visit.
Rick
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