I'm hesitant to share personal or financial information with an insurance agent. Is my information safe with you?
Answered by 9 licensed agents
Answered by Mandy Scarborough on July 17, 2026
Broker Licensed in TN, CA & IN
The more information you are willing to give an agent, the better solution the agent can find for you. Every agent should be gettin a signed Scope of Appointment from you before an appointment as well. That said, basic information your zip code alone will give an agent the opportunity to tell you the plans that are available in your area and discuss the basics of the plan.
If you want information tailored to you specifically, then more information is helpful. Your date of birth and your Medicare Beneficiary ID number, the name of any doctors you see, the hospitals that you would choose to have a procedure done and the prescriptions you are taking will be necessary.
If the agent is asking financial information, it may be to screen if you may be eligible for any extra benefits you may not be aware of. If they start asking you for information regarding specifics of your savings and retirement accounts, they may be looking to start a conversation about retirement and income planning; which should be discussed in a separate appointment from the appointment where you are discussing or choosing a medicare plan.
Answered by Cyle Gillman on August 10, 2026
Broker Licensed in MI
If you're more comfortable handling things yourself, I also offer self-enrollment options for plans that allow it, while remaining available to answer questions along the way. For clients who prefer a more personal experience, I'm happy to meet in person or by secure video appointment so you can get to know me before sharing sensitive information.
I also encourage prospective clients to visit my Facebook page, where you can learn more about me, my business, and how I serve my community. I believe trust is built through relationships, and I want you to feel comfortable and confident before making any insurance decisions.
Answered by Dina Green on July 14, 2026
Broker Licensed in GA, MI, OH & SC
Answered by Lindsey Douglas on July 15, 2026
Broker Licensed in MI
If you can't trust your the person that you're supposed to have a good working relationship wit, maybe that isn't the right person for you.
Answered by Nikki Rowland on July 15, 2026
Broker Licensed in SC, NC & OH
Answered by Kayla Price on July 16, 2026
Agent Licensed in NC, FL, GA & 7 other states
Answered by Claudia Domenech on July 13, 2026
Broker Licensed in FL, CA, IN & 6 other states
Answered by Jami Mead on July 14, 2026
Broker Licensed in OH, FL, GA & 11 other states
Answered by Mark Walker on July 14, 2026
Agent Licensed in FL
Tags: Advice for Seniors Agent Interview New To Medicare The Medicare System
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