Originally Posted by AllGold
Nope. You have completed the requirements for Medicare Advantage SOA. Supplements are private insurance and not subject to the silliness of MA
so you can take the application.
Although you are not allowed to cross-sell non-health products during a MA
appointment so no life or annuities for example, but other health products like med supps or dental are ok.
My understanding (and I could be wrong) is that you can't sell Med Advantage and anything else (besides prescription) in the same appointment. At the same time, there is no waiting period for an appointment to sell a similar product, so you could wrap up the MA
presentation, basically close that out, and then sell the med supp.
I've never really gotten a good clarification on this, though I know annuities and other non-health things are very taboo in the same sitting.
To me it has become a non-issue. Med-supps and MA
's are almost totally different markets, and a bit of prescreening upfront, you know what you are going for. It helps when you have limited MA
offerings left in your area (that are at all practical compared to a medsupp).