LIS
How often can I change and why is it important to verify with MaRx?
Every 3 Months
Because I may have already used my SEP
HOw many IEP's can I have?
2
one when they 1st get AB due to disability
two when I turn 65
What are the main csnp/s?
Heart/Diabetes
If I have heart and diabetes which products do I qualify for inside of OE or IEP/ICEP
MAPD/MA
CI
Supp
DVH
When should I start asking about ancillary?
early in the call
What are the Levels of LIS?
And the Cost associated
1: 3.70 & 9.80
2: 1.30 & 4.00
3: 0$
4: 25%, 50%, 75%
7
3months before the month of 3months after
Just 1
If I have VA/Tricare and have a MAPD/Part D plan which products do I qualify for?
MA Only
Ancillary
Have you have heard of a HIP
Who has your CI policy
Do you wear glasses
Do clients always know they are on LIS
No
Name 2 different scenarios that someone might have an ICEP
Retirement plan
Employer plan
If I have a Csnp can I qualify for a same csnp..ie H/D outside of AEP?
No
If I have a broken leg, which SEP should I be thinking about?
Institutional aka Rehab
When should I start Qualifying someone for ancillary?
Health questions
Meds
Discovery
Is LIS State of Federal
Federal
When Can I sign up during ICEP
3months prior to Part B start Date
Which Medicines will qualify me for a csnp?
Metformin
Insulins
Blood Thinners
More than 4 BP meds
Besides LIS/DSNP SEP's what are the other 6 most Common?
FEMA
Move
CSNP
IEP
ICEP
OE
Why is CI such a good Fit for MA/PD?
Chemo 20%
Part B drugs 20%
Can I lose LIS every couple years?
Yes
If someone is starting Part B, but it hasn't started yet, what CORE product/s can we sell them?
Medicare Supp
MA/MAPD
When should start asking health questions?
After Health Consent
PPO
HMO-POS
PFFS
Medigap
Can anyone get a ancillary product?
Yes, but some UW may be involved depending on what you pitch