I know it's a good idea to reach out to your clients approaching AEP just to touch base with them, assist them with Part D, etc. But, how many of you schedule annual reviews with your clients on their policy anniversaries, or at least make the effort to do so? Their rates typically change at this point so it's probably a good idea to review their plan, answer their questions and so forth.
But what about clients you know you can't move like someone who recently had a stroke or someone with systemic lupus? This is more likely to be the case the older they get too. It would seem kin
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But what about clients you know you can't move like someone who recently had a stroke or someone with systemic lupus? This is more likely to be the case the older they get too. It would seem kin
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