Tag Archives: telemarketing

SAP 007: Is it legal to cold call for Medicare sales?

Can I legally call someone and talk about Medicare Supplement plans?

This is a question that was asked by a new agent this week.

The agent said she had heard that you can lose your license, pay a fine, etc. for cold calling someone about Medicare plans.

What the agent is referring to is the marketing of Medicare Advantage Plans.
You can find the marketing rules from CMS about Medicare Advantage plans here.

However, in most all states, it is perfectly legal to telemarketing / cold call, door knock, and approach seniors about Medicare Supplement plans. Only two states, that I know of, have restrictions on the marketing of Medicare Supplement plans.

Those states are Ohio and California.
Near the end of this podcast, I have several suggestions for various new ways to market Medicare Supplement plans through centers of influence.

Those referenced interviews are found at MedicareAgentTraining.com

How to sell medicare by phone

SAP 006: Telemarketing for your own sales

How much calling is involved when starting as just me?

One of the biggest challenges I faced was letting go of the telemarketing to someone else.

It was the best decision I ever made, though.

I would call around 400 numbers a day. I would break it up into 2 hour segments.
One in the morning and one in the afternoon.
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