T65 Phone Calls

Question 1

I already have it taken care of

Answer 1

Fantastic! Most of my clients already have something in place when I first contact them. Do you already have it taken care of because you have something through work or retirement?

Question 2

I’m not interested

Answer 2

I completely understand. This is about going over benefits you’ve already paid for, but might not know about. Are you not interested because you have something through an employer or retirement?

Question 3

I’m already working with someone

Answer 3

I assumed you probably were, I’m not in the relationship replacement business. Most of my clients have multiple advisors because no one has a monopoly on good ideas

Question 4

I’m not retiring at 65

Answer 4

I completely understand, what I do for Clients in your situation is show them how to make sure medicare doesn’t turn on how to avoid the penalties that most people overlook.

Question 5

Im going with my spouse’s plan

Answer 5

Every person’s situation is different due to their medical conditions, medications, etc.

Question 6

I already signed up for Medicare

Answer 6

Fantastic! You’re way ahead of the curve. The biggest problem people come to me with once they have Medicare set up is where it stops, where are you in the process with that?

Question 7

Tri-care for life

Answer 7

Thank you for your service. What Branch?
USAA Partnered with Medicare to give Veterans money back & extra benefits in addition to Tricare for life. I have a Medicare specialist who is a veteran, and I’ll have her give you a call and make sure you understand how it all works.

Question 8

Yes, I’ve been getting tons of calls

Answer 8

Yeah, it’s like you turned into a Rockstar overnight! It’s awful what this industry has turned into. Those calls from call centers all over the country are just people trying to throw a plan at you. And it drives a wedge between you & someone local like me that takes the time to get to know your situation & what works for you since Medicare isn’t 1 size fits all anymore.

Question 9

Taken care of [Pivot]

Answer 9

Perfect. It sounds like you’re a really good planner! How much thought have you given to what would happen in your household if you were to become frail & need extended care?