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How do I choose a Medicare Broker:

Writer's picture: Joanne RathmannJoanne Rathmann

Updated: May 16, 2021

  1. EXPERIENCE: How many years have you sold Medicare plans?

  2. OPTIONS: Do you sell both Medicare Advantage and Medigap plans?

  3. BIAS: Do you sell only one company?

  4. EXPERTISE: Last year, how many Medicare plans did you sell?

  5. HELPFUL: Can you help with my Medicare drug plan?

  6. SUPPORT: Who do I call if I need help?

  7. PRODUCT KNOWLEDGE: Can you share the company’s history of rate increases?

  8. CONVENIENCE: Do you sell over the phone, Internet or in-person?

  9. GOOD LISTENER: How did they listen to and reply to your questions?

  10. REFERRALS: Can you share a few referrals?



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