kencan
Expert
- 27
I have a prospect whose B-Day is on 8/24. He has a Plan G Med sup through MOO. He has pre-existing conditions which would normally keep him from getting coverage w/another carrier. Because of the state B-Day rule , though he's able to transfer to another carrier w/o evidence of insurability.
The best rate I've found is with Transamerica(Stonebridge?). He would save $40/month with Transamerica's Plan-G. My concern is whether Transamerica
can smoothly transfer the prospect to their plan G.
I wanted to transfer a pre-existing condition client to Stonebridge 2 years ago but because of the clumsiness of Stonebridge in their instructions for the transfer , I decided not to roll the client to them.
Has anyone had this issue with Transamerica? What is the best way to proceed? Thank you.
The best rate I've found is with Transamerica(Stonebridge?). He would save $40/month with Transamerica's Plan-G. My concern is whether Transamerica
can smoothly transfer the prospect to their plan G.
I wanted to transfer a pre-existing condition client to Stonebridge 2 years ago but because of the clumsiness of Stonebridge in their instructions for the transfer , I decided not to roll the client to them.
Has anyone had this issue with Transamerica? What is the best way to proceed? Thank you.
