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Helping Medicare Clients Who Have Powers of Attorney or Conservatorships
Every client has a unique set of needs. In this episode, we’re looking at how to work with clients who have a power of attorney or are under a conservatorship. Listen to learn how these circumstances affect enrollment, and how you can assist the process!
Read the text version
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
Elder Abuse Prevention & Resources
Resources:
How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://lnk.to/Lw5Dmc
How to Stay Compliant During All Medicare Sales: https://lnk.to/41gE4C
Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
Why Are Part D Prescription Drug Plans So Different? https://ritterim.com/blog/why-are-part-d-prescription-drug-plans-so-different/
References:
“Authorization to Disclose Personal Health ...” Centers for Medicare & Medicaid, https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf. Accessed 14 Feb. 2025.
“Britney Spears’s Conservatorship Terminated after Nearly 14 Years.” The Guardian, Guardian News and Media, 12 Nov. 2021, https://www.theguardian.com/music/2021/nov/12/britney-spears-conservatorship-terminated.
“Conservatorship and Guardianship.” Family Caregiver Alliance, https://www.caregiver.org/resource/conservatorship-and-guardianship/. Accessed 19 Feb. 2025.
Kenton, Will. “Conservatorship Definition, How It Works, Types, Alternatives.” Investopedia, Investopedia, https://www.investopedia.com/terms/c/conservatorship.asp. Accessed 14 Feb. 2025.
“Elder Abuse Statistics.” Justice.Gov, U.S. Department of Justice, https://www.justice.gov/file/970666/dl?inline=. Accessed 14 Feb. 2025.
“Financial Exploitation Resources.” Financial Exploitation Resources | Department of Aging | Commonwealth of Pennsylvania, Commonwealth of Pennsylvania, https://www.pa.gov/agencies/aging/aging-programs-and-services/advocacy-education-protection/financial-exploitation-resources.html. Accessed 14 Feb. 2025.
“GAO-10-1046 Highlights, Guardianships.” GAO.Gov, United States Government Accountability Office, https://www.gao.gov/assets/gao-10-1046-highlights.pdf. Accessed 14 Feb. 2025.
“Get the Facts on Elder Abuse.” NCOA, National Council on Aging, https://www.ncoa.org/article/get-the-facts-on-elder-abuse/. Accessed 14 Feb. 2025.
“New California Law Limits Conservatorships after Britney Spears Saga.” Mortensen & Reinheimer, PC, Mortensen & Reinheimer, PC, https://www.ocestateplanning.net/law-blog/2023/january/new-california-law-limits-conservatorships-after/. Accessed 14 Feb. 2025.
“Power of Attorney.” AmericanBar.Org, American Bar Association, https://www.americanbar.org/groups/real_property_trust_estate/resources/estate-planning/power-of-attorney/. Accessed 19 Feb. 2025.
“Rules and Model Language for Proof of Representation Vs ...” Centers for Medicare & Medicaid, https://www.cms.gov/files/document/por-vs-ctrpdf. Accessed 14 Feb. 2025.
“Using a Power of Attorney to Enroll a Beneficiary in a Medicare Drug Plan.” ElderLawAnswers for Attorneys - Affordable Content Marketing for Busy Elder Law Attorneys, ElderLawAnswers for Attorneys, https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414. Accessed 14 Feb. 2025.
“What is a medical power of attorney.” FreeWill, https://www.freewill.com/learn/what-is-a-medical-power-of-attorney/. Accessed 19 Feb. 2025.
Firm, The Karp Law. “Your Power of Attorney Is Not Enough for Medicare, Social Security.” Karp Law Firm, https://karplaw.com/your-power-of-attorney-is-not-enough-for-medicare-social-security/. Accessed 14 Feb. 2025.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Not affiliated with or endorsed by Medicare or any government agency.
View all episodes
By Sarah J. Rueppel | Ritter Insurance Marketing
4.6
4141 ratings
Every client has a unique set of needs. In this episode, we’re looking at how to work with clients who have a power of attorney or are under a conservatorship. Listen to learn how these circumstances affect enrollment, and how you can assist the process!
Read the text version
Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
Elder Abuse Prevention & Resources
Resources:
How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://lnk.to/Lw5Dmc
How to Stay Compliant During All Medicare Sales: https://lnk.to/41gE4C
Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
Why Are Part D Prescription Drug Plans So Different? https://ritterim.com/blog/why-are-part-d-prescription-drug-plans-so-different/
References:
“Authorization to Disclose Personal Health ...” Centers for Medicare & Medicaid, https://www.cms.gov/medicare/cms-forms/cms-forms/downloads/cms10106.pdf. Accessed 14 Feb. 2025.
“Britney Spears’s Conservatorship Terminated after Nearly 14 Years.” The Guardian, Guardian News and Media, 12 Nov. 2021, https://www.theguardian.com/music/2021/nov/12/britney-spears-conservatorship-terminated.
“Conservatorship and Guardianship.” Family Caregiver Alliance, https://www.caregiver.org/resource/conservatorship-and-guardianship/. Accessed 19 Feb. 2025.
Kenton, Will. “Conservatorship Definition, How It Works, Types, Alternatives.” Investopedia, Investopedia, https://www.investopedia.com/terms/c/conservatorship.asp. Accessed 14 Feb. 2025.
“Elder Abuse Statistics.” Justice.Gov, U.S. Department of Justice, https://www.justice.gov/file/970666/dl?inline=. Accessed 14 Feb. 2025.
“Financial Exploitation Resources.” Financial Exploitation Resources | Department of Aging | Commonwealth of Pennsylvania, Commonwealth of Pennsylvania, https://www.pa.gov/agencies/aging/aging-programs-and-services/advocacy-education-protection/financial-exploitation-resources.html. Accessed 14 Feb. 2025.
“GAO-10-1046 Highlights, Guardianships.” GAO.Gov, United States Government Accountability Office, https://www.gao.gov/assets/gao-10-1046-highlights.pdf. Accessed 14 Feb. 2025.
“Get the Facts on Elder Abuse.” NCOA, National Council on Aging, https://www.ncoa.org/article/get-the-facts-on-elder-abuse/. Accessed 14 Feb. 2025.
“New California Law Limits Conservatorships after Britney Spears Saga.” Mortensen & Reinheimer, PC, Mortensen & Reinheimer, PC, https://www.ocestateplanning.net/law-blog/2023/january/new-california-law-limits-conservatorships-after/. Accessed 14 Feb. 2025.
“Power of Attorney.” AmericanBar.Org, American Bar Association, https://www.americanbar.org/groups/real_property_trust_estate/resources/estate-planning/power-of-attorney/. Accessed 19 Feb. 2025.
“Rules and Model Language for Proof of Representation Vs ...” Centers for Medicare & Medicaid, https://www.cms.gov/files/document/por-vs-ctrpdf. Accessed 14 Feb. 2025.
“Using a Power of Attorney to Enroll a Beneficiary in a Medicare Drug Plan.” ElderLawAnswers for Attorneys - Affordable Content Marketing for Busy Elder Law Attorneys, ElderLawAnswers for Attorneys, https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414. Accessed 14 Feb. 2025.
“What is a medical power of attorney.” FreeWill, https://www.freewill.com/learn/what-is-a-medical-power-of-attorney/. Accessed 19 Feb. 2025.
Firm, The Karp Law. “Your Power of Attorney Is Not Enough for Medicare, Social Security.” Karp Law Firm, https://karplaw.com/your-power-of-attorney-is-not-enough-for-medicare-social-security/. Accessed 14 Feb. 2025.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Not affiliated with or endorsed by Medicare or any government agency.
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