Category: Medicare
9/9 UPDATE….
Hey all. Sorry. Last week I forgot to attach the video. It can be found below today’s video.
I want to think the more than 200 people that have returned their pre-appointment paperwork. If you have not done so, it will be next to impossible for us to meet by phone this year. These are documents required by the Center for Medicare/Medicaid Services (CMS) and my license is always on the line regarding them.
Today’s Video
Last Week’s Video
Lost Your Documents
- Go to www.toddoldfield.com/lost – Go here to download, print, sign, and mail your documents should you have lost them by now.
What’s The Letters All About
Hi all. Please watch this short video below on the topic of the letter you just received. It’s pretty important. This is just going out to those who have not mailed back their reply and those who have not scheduled their annual phone review.
- If you lost your letter, you can read it, print it by clicking the link above.
- You can download, print, sign and then mail back the needed pre-appointment paperwork by clicking the links below.
- To download and print your letter, click>>> https://toddoldfield.com/3d-flip-book/2025-aep-client-letter/
- To download and print a Scope of Appointment / Consent document, click >>> https://toddoldfield.com/lost/
- You can schedule your own 30 minute annual review appointment by going to www.meettheninja.com (1 hour for Kynect clients).
- You can download all my contact information and share with me your contact information at www.popltodd.com. This is especially helpful because this way when i call for your appointment, my picture will pop ups.
That’s it. Get your documents back ASAP and your appointment scheduled. The annual election period is about three weeks away.
Good Morning From Your NINJA!
Merry Christmas to From a Tired Old Elf…
Hey everyone; please take a few moments to let me say Merry Christmas to you and to share with you some important Medicare and Kynect news.
This will be going out to all clients via text and email messaging.
Merry Christmas to all!
As a sidebar, my sister is asking that anyone that is able and willing to please make a small contribution to the Woodford County Humane Society. They need help from us to help the little ones that ONLY have us.
https://donatenow.networkforgood.org/woodfordhumane
Any amount will help.
OTHER RECENT POSTS
- https://toddoldfield.com/payments/ Locations and numbers to make Kynect Plan Payments
Why Clients Lose Me…
Medicare Savings Plans – Who to Call…
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
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;
- 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.
Lost Your Letter? DOWNLOAD HERE!
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
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

