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- #31
I do seminars for 5-10 people in Financial Planners offices. I ALWAYS talk about Part D. But I'm not currently Part C/D certified, so its irrelevant.
Devils advocate here.How many seniors really want to commit to attend a medicare supplement seminar that by design cannot cover part D or C information .of course if you file it with CMS as an educational event you can discuss part d and c but then you cannot use the mailer you intended on using and you cant do any marketing.
Parts A, B, C, and D are all Medicare. Any agent can explain Medicare but we cannot explain plan specific information (premiums, deductibles, co-pays and benefits).
When I do a Medigap presentation I tell my client that, "due to CMS regulations and for your protection I am not allowed to discuss Meidgaps and MAPD's in the same appointment. I must give you 48 hours to digest the information on Medicare and Medigaps, then we can discuss MAPD's and choose a plan that fits your needs. In the mean time please create a list of your doctors and medications etc...."
They're ok with that explanation.
Devils advocate here.How many seniors really want to commit to attend a medicare supplement seminar that by design cannot cover part D or C information .of course if you file it with CMS as an educational event you can discuss part d and c but then you cannot use the mailer you intended on using and you cant do any marketing.
Parts A, B, C, and D are all Medicare. Any agent can explain Medicare but we cannot explain plan specific information (premiums, deductibles, co-pays and benefits).
When I do a Medigap presentation I tell my client that, "due to CMS regulations and for your protection I am not allowed to discuss Meidgaps and MAPD's in the same appointment. I must give you 48 hours to digest the information on Medicare and Medigaps, then we can discuss MAPD's and choose a plan that fits your needs. In the mean time please create a list of your doctors and medications etc...."
They're ok with that explanation.
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