The first service Larry provides is to educate prospective clients so that they understand Medicare and the various Medicare insurance products available to them. The educational process is free from sales pressure.
Then, he provides continuing education to his clients. This education occurs annually when meeting during the Annual Enrollment Period (AEP) and throughout the year in special situations as required.
The second service he provides is fact finding. He strives to determine each client’s specific situation by asking questions so he can make proper recommendations.
Fact finding occurs at the initial client meeting. It also occurs annually when meeting during the Annual Enrollment Period (AEP).
Larry assists his clients in enrolling into the Medicare Insurance Plan that best fits their individual situations. He does this during the initial client meeting. He also does this during the Annual Enrollment Period (AEP) if a change of plan is necessary.