You go into these phone appointments knowing which carrier the client will choose? Or you discuss options first, then call the branded carrier SOA phone line, then go through the carrier/cms approved product presentation ?
I go into my appt with T65’s only and I don’t go over any plan specifics. Just education and introduction. 3 months later, when they are 3 months out of starting Medicare, I’ll already know what they are most likely looking for. You get a scope for that company, if it ends up not being the one they want, you whip out another scope on the spot.