- 948
I had a 28 year old today who is the son of one of my Medicare clients. I agreed to help him & when he was asked what he made, he told me $10000/yr. I told him, that's not enough to get the APTC.
He asked about that & I explained that we didn't do the Medicaid expansion in MO or KS and he'd have to meet the bottom threshold to qualify. He told me then - just say I make $12000.
At that point, I told him that I couldn't assist. He got upset. I explained that since I don't know him & this is federal money, I can't commit fraud.
His dad then called me & said he works for him (the guy is a doctor). I explained that the son never told me that - so how was I to know. Dad also said that son has income from investments that he didn't tell me about. I said ok - if you can vouch for that - I will help him.
The son didn't want to go forward - he was pissed. The father tried to get him to go through an agent (they like me), and I heard the kid say he'd just do it himself. It told his father - no problem, no worries - if the kid wants to go out there & do everything on his own I'm fine with that.
I felt bad about the whole incident, but explained to the father that when I asked the question & he so casually said "make my income this" - I felt uncomfortable and couldn't participate.
What would you have done?
He asked about that & I explained that we didn't do the Medicaid expansion in MO or KS and he'd have to meet the bottom threshold to qualify. He told me then - just say I make $12000.
At that point, I told him that I couldn't assist. He got upset. I explained that since I don't know him & this is federal money, I can't commit fraud.
His dad then called me & said he works for him (the guy is a doctor). I explained that the son never told me that - so how was I to know. Dad also said that son has income from investments that he didn't tell me about. I said ok - if you can vouch for that - I will help him.
The son didn't want to go forward - he was pissed. The father tried to get him to go through an agent (they like me), and I heard the kid say he'd just do it himself. It told his father - no problem, no worries - if the kid wants to go out there & do everything on his own I'm fine with that.
I felt bad about the whole incident, but explained to the father that when I asked the question & he so casually said "make my income this" - I felt uncomfortable and couldn't participate.
What would you have done?