Agent Survival Guide Podcast

Helping Medicare Clients Who Have Powers of Attorney or Conservatorships


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You assist your clients with a lot, but you can't do everything for them. At a certain point clients may be unable to make major life decisions. Learn all about power of attorney and conservatorships and how to navigate those interactions as an insurance agent.
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Get on the Ritter Platform by Registering with Ritter: https://www.ritterim.com/agent-tools/the-ritter-platform/

 

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Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

 

Resources:

 

3 Email Marketing Campaigns Insurance Agents Should Be Sending: https://agentsurvivalguide.podbean.com/e/3-email-marketing-campaigns-insurance-agents-should-be-sending/

Everything You Get With Your Ritter Registration: https://agentsurvivalguide.podbean.com/e/everything-you-get-with-your-ritter-registration/

Ritter Can Help You Stay in Touch with Your Clients: https://agentsurvivalguide.podbean.com/e/ritter-can-help-you-stay-in-touch-with-your-clients-1671024716/

Senior Speak: Talking to Medicare Clients Age & Older: https://agentsurvivalguide.podbean.com/e/senior-speak-talking-to-medicare-clients-age-65-older/

 

References:

 

Authorization to Disclose Personal Health Information Form PDF: https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/Downloads/CMS10106.pdf

Britney Spears’s conservatorship terminated after nearly 14 years: https://www.theguardian.com/music/2021/nov/12/britney-spears-conservatorship-terminated

Cases of Financial Exploitation, Neglect, and Abuse of Seniors: https://www.gao.gov/assets/gao-10-1046-highlights.pdf

Conservatorship and Guardianship: https://www.caregiver.org/resource/conservatorship-and-guardianship/

Guardianship and Conservatorship FAQs: https://www.lawhelp.org/dc/resource/guardianship-and-conservatorship-frequently-a

National Center on Elder Abuse Research, Statistics and Data: https://ncea.acl.gov/What-We-Do/Research/Statistics-and-Data.aspx#prevalence

Power of Attorney: https://www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/power_of_attorney/

Power of Attorney is Not Enough for Medicare: https://www.sjslawpc.com/2020/08/25/power-of-attorney-is-not-enough-for-medicare/

Rules and Model Language for “Proof of Representation” vs. “Consent to Release” for Medicare Secondary Payer Liability Insurance (Including Self-Insurance), No-Fault Insurance, or Workers’ Compensation: https://www.cms.gov/files/document/por-vs-ctrpdf

Using a Power of Attorney to Enroll a Beneficiary in a Medicare Drug Plan: https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414

What is a Conservatorship? https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414

What is a medical power of attorney? https://www.freewill.com/learn/what-is-a-medical-power-of-attorney

What is a Representative Payee and Who Can Become One? https://www.ncoa.org/article/what-is-a-representative-payee-and-who-can-become-one

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Agent Survival Guide PodcastBy Sarah J. Rueppel | Ritter Insurance Marketing

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