Tag Archives: medicare advantage

SAP99: Making the Transition into Telesales

Christopher Westfall has an insurance agency focused on helping seniors with Medicare insurance. Having been licensed for over 25 years, he has been helping seniors through his agency, from coast to coast, entirely by telephone for over 12 years. In this podcasts, Chris and Eugene Marchenko discuss the daily operation of his phone-based agency and provide tips to other agents making the transition into telesales from face-to-face sales of insurance.

See more at MedicareAgentTraining.com

You can watch this as a video here:

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SAP 007: Is it legal to cold call for Medicare sales?

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Can I legally call someone and talk about Medicare Supplement plans?

This is a question that was asked by a new agent this week.

The agent said she had heard that you can lose your license, pay a fine, etc. for cold calling someone about Medicare plans.

What the agent is referring to is the marketing of Medicare Advantage Plans.
You can find the marketing rules from CMS about Medicare Advantage plans here.

However, in most all states, it is perfectly legal to telemarketing / cold call, door knock, and approach seniors about Medicare Supplement plans. Only two states, that I know of, have restrictions on the marketing of Medicare Supplement plans.

Those states are Ohio and California.
Near the end of this podcast, I have several suggestions for various new ways to market Medicare Supplement plans through centers of influence.

Those referenced interviews are found at MedicareAgentTraining.com

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