Question

Julia Harris is turning 66 in July, at which time she will retire. She has contacted your office and requested a meeting so that she can learn about Medicare and the products you represent. How should you respond?

Answer 1

Answer:

Tell Julia that you will meet with her to explain Medicare and should she be interested you can accept and submit an enrollment request, since this is an initial enrollment qualifying her for a special enrollment period.

Explanation:

First of all, you should suggest you two meet at her convenience so you can discuss what Medicare is about, what it entails, what benefits she will gain from it. If after your conversation Julia is still interested, then you should accept her request to enroll in the program. It will take some time before this process is fully completed, which is something you should let her know.