Morning Message to 240 Loved Clients!

Please Watch the Above Message.

Remember, get your paper(s) in ASAP and get your appointment scheduled. Medicare client appointments are only 30 minutes and Kynect client appointments are no more than an hour in most cases. We have to review your profile each year.

 Look above and there are links to appointment scheduling and AEP documents download.

We are 63% Scheduled… very few appointment slots left in October. November will fill up fast because of Kynect. Then only two weeks remain in December… before my long winter’s nap.

MEDICARE SCHEDULING 56% DONE… And it has not even begun yet.

WELL, ANNUAL SCHEDULING IS MORE THAN 1/2 THE WAY DONE. 56% OF YOU HAVE NOW SCHEDULED YOUR ANNUAL REVIEW APPOINTMENTS. SUCH EXCITEMENT THIS YEAR….

I think everyone has heard there are some major good and bad changes coming.

Well, tomorrow it kicks off the madness. I have roughly 145 appointments scheduled for phone calls with clients during October and about another 35-45 slots left. If you want any shot of getting with me in the month of October, then you need to get your paperwork in and get your appointment scheduled fast.

I am here and I want to help you navigate you options and nightmares. Let me be your road map as I have been for maybe 15 years or so.

TO SCHEDULE YOUR APPOINTMENT

It’s really easy.

1 – Send back the paperwork I sent you. 2 documents only. If you lost them, then use the link below to print your own, or call Regina and she will send you out some new ones. While on the phone with her, schedule your appointment.

2 – Schedule your appointment. You can do it above, right here on my site. Or you can call Regina and she will schedule your appointment for you.

Some Great Links;

Remember, this is all for you… not me. I am your agent. I am your counselor. I am your friend. My only purpose is to make sure you are saving the most money and have the best coverage for you each you.

Please read my nearly 200 testimonials at https://toddoldfield.com/testimonials/

Please do get your paperwork in ASAP. Without it I cannot speak to you.

AEP Scheduling is 44% Complete…. in 8 days.

Wow. This is going really well. Thank you to the 145 people who have sent in their CMS required documents already. 40 of you have even scheduled your appointments already. Great job. We still have 184 more of you out there I need to hear from. Of course you should have received your annual letter by now. If you trashed it. Do not be ashamed.

Some Great Links;

Remember, this is all for you… not me. I am your agent. I am your counselor. I am your friend. My only purpose is to make sure you are saving the most money and have the best coverage for you each you.

Please read my nearly 200 testimonials at https://toddoldfield.com/testimonials/

Please do get your paperwork in ASAP. Without it I cannot speak to you.

 

 

Lost Your Letters?

Hi there.

Do no worry. Over the years we have seen many people disregard, throw away, or lose their annual letter and supporting documentation. It happens. We are all so bombarded that it is hard sometimes to tell what is important and what is trash.

So let me help you.

Below is a link to the two documents we need you to send in to book your appointment.

  • The first is a Scope of Appointment. This is a CMS required document. In this document there are 5 boxes you may initial to list the topics we might discuss. I tell clients to just initial them all so we can talk about ALL your options need be. So, in the Scope of Appointment, you simply initial those places and then sign and date below.
  • The second document is a consent form. In this document you are giving me consent to contact you via phone, text, email, etc. This is what I need to be able to contact you. This form lasts for 1 year.

 

Simply click the link, download the forms, print them, sign them, and then mail them back to me to;

Cool Insurance Group
c/o Michael Todd Oldfield
2808 Palumbo Drive
Suite 204
Lexington, KY  40509

 

Once we receive them back, Regina will call you and schedule your appointment. Here are the documents;

2024 AEP DOCUMENTS TO SUBMIT
Click here 

 

2025 “Medicare & You” Manual

Pre-Appointment Paperwork

Prior to speaking with or meeting with any Medicare beneficiary, I must collect the following two documents once a year and save the signed documents for 10 years.

Yep. I am not kidding. If I do not, I put my license in jeopardy. No one may speak to you legally without doing so. Think about that the next time you are getting one of those calls. LOL

Anyways, being that I am a compliant guy and always want to do what is required of me to serve you the best, here we are.

Please click the following two links, open the documents, print them, sign and date, and return them to me;

Once complete, mail them to me at;

Michael Todd Oldfield
3408 Crimson King Court
Lexington, KY  40517

 

MAPD, PDP and the Inflation Reduction Act

Please watch this short video that explains what we know and what I think might happen during this coming Medicare Annual Election Period and how it will affect you.

Some of it is positive. Some of it is a big question mark. EVERY beneficiary needs this information which is why I am sharing the information like this.

Below is an excellent chart that shows the changes in the PDP component from 2024 to 2025.

We are going to have to be very careful this year. My biggest fear is that the insurers will drop some of the most expensive drugs and this will leave you guys paying the entire cost of the medication because the $2,000 cap only applies to drugs in the insurer’s formulary.

To make sure everyone is scheduled quickly, below are the links to my scheduling app. Regina will start calling people next week but if you have the technical skills, you should schedule yourself before then.

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