OE, GI, UW Review – Meeting 12-28-20

In today's office meeting, we reviewed Open Enrollment, Guarantee Issue, and Underwriting scenarios as they pertain to Medicare Supplement timelines. See the video: <!@split@> Notes from the Meeting: 1) Template we send to Manhattan Life DVH clients on how to…

     


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March 2018 Medicare Update


After a meeting in Palm Springs with some top producers, I came away with some good news for those in the Medicare business.
On location in San Diego, here's my update on the industry and what's coming.

Remember, we can write a Medicare Supplement up to 6 months prior to their Part B start date.
Some notable exceptions to these include carriers that do not allow it (see your Agent Guides).
We know these to be Anthem, Humana, and Cigna (90 days).

What do you use when they have no Medicare card yet and you're writing a T65 application? See below!

See the video:

     


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