Had a referral who lives in FL, but has a residence in NC. Files taxes in FL. She has AARP Plan J, but original agent told her at application to put that she lives in NC to get a lower rate.
Have any of you run into this? I thought we were supposed to use the legal address (where they file taxes) as the home address. What would be the consequences for client? I am guess the carrier would just change the rates to reflect the appropriate home state, but nothing more.
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Have any of you run into this? I thought we were supposed to use the legal address (where they file taxes) as the home address. What would be the consequences for client? I am guess the carrier would just change the rates to reflect the appropriate home state, but nothing more.
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