Michael Todd Oldfield – Page 2 – Michael Todd Oldfield

Why Clients Lose Me…

Michael Todd Oldfield Announcements, Medicare

THIS TOPIC ONLY INVOLVES MEDICARE ADVANTAGE CLIENTS. MEDICARE SUPPLEMENT CLIENTS ARE NOT AFFECTED.

Every year I lose clients to the grim reaper which sadly cannot be helped… and to slick talking sales people and television commercials which can SURELY be helped. Nearly every time, after someone else has with or without their permission, changed their Medicare plans, they call me afterwards and ask me to fix what they did to their case. They messed it up of course.

And… i have to say “Sorry. Can’t help”.

Watch this short video and let me explain what you have done and why you may be stuck with your outcome, and why that is bad.

Please, if you trust and value my counsel, NEVER call an 800# on TV or take a call from a “sales agent” or anyone that wants to speak to you about Medicare. Refer ALL inquiries to Michael Todd Oldfield, YOUR Medicare NINJA!

I cannot fix you if you do this. Good luck. Stay frosty out there.

Remember, I represent ALL your options and it was the Medicare website that guided us to the choice we made together.

With the warmest of regards.

Michael Todd Oldfield

Your True Medicare Agent

My CREDENTIALS

My TESTIMONIALS

We Need to Talk… just for a few mins.

Michael Todd Oldfield Announcements

Why you need to meet with me. Get scheduled today. Slots are fast disappearing.

You can schedule your own appointment by clicking the link below.

https://calendly.com/michaeltoddoldfield

or simply give us a call.

Medicare Savings Plans – Who to Call…

Michael Todd Oldfield Announcements, Disability, Kynect, Medicare

https://www.chfs.ky.gov/agencies/dms/dpo/epb/Pages/msp.aspx

This is the link to the Kentucky Department of Medicaid Services or Department of Community Based Services. There is information here on the Medicare Savings Plans as well the phone number to call to find out if you qualify.

Very much worth a call.

Todd

Morning Message to 240 Loved Clients!

Michael Todd Oldfield Announcements

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.

Michael Todd Oldfield Announcements, Medicare

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;

LOST YOUR PAPERWORK – https://www.toddoldfield.com/lost is where you can print the documents to sign and send back needed appointment paperwork.
SCHEDULE YOUR OWN APPOINTMENT – https://toddoldfield.com/booktodd/ to schedule a Medicare review
CATCH UP ON YOUR READING – You can also read all the posts I have sent out regarding all the Medicare changes by going to https://toddoldfield.com/testimonials/.

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.

Michael Todd Oldfield Announcements

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;

https://www.toddoldfield.com/lost is where you can print the documents to sign and send back needed appointment paperwork.
https://toddoldfield.com/booktodd/ to schedule a Medicare review
https://calendly.com/michaeltoddoldfield/kynect?month=2024-11 to schedule a Kynect review.
You can also read all the posts I have sent out regarding all the Medicare changes by going to https://toddoldfield.com/testimonials/.

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 Letter? DOWNLOAD HERE!

Michael Todd Oldfield Kynect, Medicaid, Medicare, Obamacare

Hi there.

Do no worry. Over the years we have seen many people disregard, throw away, or lose their annual letter and supporting documentation. sometimes they simply forget to tell me when they move. 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 to help you this year. This is what I need to be able to contact you. This form lasts for 1 year at a time.

Both of these documents are on the link below. Simply click the link, download the forms, print them, sign them, and then mail them back to me. My address is;

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;

ANNUAL ENROLLMENT DOCUMENTS TO SUBMIT
Click here

The annual client letter is on the main menu bar above. Click that and it will take you to the letter. There are controls there to view the letter, size it, and print or download the .pdf

2025 “Medicare & You” Manual

Michael Todd Oldfield Announcements

Pre-Appointment Paperwork

Michael Todd Oldfield Medicare

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;