How do you approach educating clients who are new to Medicare versus those who are considering switching plans?

Answered by 3 licensed agents

If not sure you have the best plan, I would verify the current plan vs some new options. I would explain that some plans may not have wide network, while other plan may better cover your needs. Should you keep it is your decision.

Answered by James Carlson on March 27, 2025

Agent Licensed in MN

Answered by James Carlson Medicare Insurance Agent
First, I would like to find out what they dislike about their current plan. Second, What the person is looking for in a new plan and if a new plan will meet their needs.

Answered by Thomas Ashton on April 2, 2025

Broker Licensed in FL, AL, AZ & 6 other states

Answered by Thomas Ashton Medicare Insurance Agent
People new to MEDICARE need to understand all of their options teaching them about budget, risk, which Doctors they use accept which Plans, Prescription coverage ad more. Those already under a Plan need to see what has changed from Carriers on the MEDICARE ADVANTAGE side and about price changes on the MEDIGAP side.

Answered by John L Herman Jr on March 31, 2025

Broker Licensed in MD, DE & PA

Answered by John L Herman Jr Medicare Insurance Agent

Tags: Advice for Seniors New To Medicare

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