Today I was reminded

Today I had a conversation with a referral partner about the far-reaching impact we have on our clients’ lives. Referral partnerships are an opportunity to continue your relationship by continually looking out for your client’s best interests. She was thinking of her friend and how she could leverage our relationship to put her friend in a better position. After reviewing the plan, her friend had selected, I could tell almost immediately that whoever had helped her friend select the plan did a wonderful job in finding a plan that mitigated a lot of the patient’s responsibility in case of a life-impacting event. Later on, I was to learn that it was the referral partner who had helped her friend find the plan. So, kudos to my medicare specialist in OK on a job well done. I can’t wait to have you help transition my clients who become Medicare eligible in the coming years.

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