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- #11
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Not doing much with medicare myself,
I wonder if it would be worth asking them up front when they say they like their current agent if they would make the switch in agents if you can save them $1,000 a year ?
As well as pro actively keeping them with the best value in medicare plan for their premiums, as it appears their agent is not currently doing this.
Not sure if that would make any difference.
Many probably shopped to see if they were getting the best deal.
Then they tell the current guy what they found and he then offers to do the same thing. They stay as it is easy.
It happens occasionally. I though I clarified this prior to sending her information.
A good agent has both the loyalty of their policyholders along with their best interest in mind. It's a shame other agents don't "score" on both counts.
Rick