8 Days Until AEP | Create Pre-Appointment Checklists

When clients come prepared, everything runs smoother. You can focus more on strategy and recommendations, not scrambling for missing details. In this episode, we’ll break down exactly what to include on your checklist — from updated medication lists and doctor information to upcoming procedures, pharmacy preferences, and budget notes — plus a few tips on how to deliver it in a way that actually gets completed.

Join our Facebook group for Medicare, Health, Life & Annuity Agents! ⁠⁠www.facebook.com/groups/agentsconfidential/⁠⁠⁠⁠