I have had some success getting referrals from insurance agencies that specialize in large group & commercial insurance. These guys want nothing to do with medicare.
Since I'm also a CFP, I haven't approached any financial planners/brokers since they will of course be thinking that I would try to steal their clients. Thinking about talking to some estate planners & CPAs. Anyone had any luck with these folks? How about P&C guys?
Anybody tried getting in good with the HR dept of a large corp to help retiring folks transition onto Medicare?
For those who have had success, what incentives are
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Since I'm also a CFP, I haven't approached any financial planners/brokers since they will of course be thinking that I would try to steal their clients. Thinking about talking to some estate planners & CPAs. Anyone had any luck with these folks? How about P&C guys?
Anybody tried getting in good with the HR dept of a large corp to help retiring folks transition onto Medicare?
For those who have had success, what incentives are
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