Easily transition from Plan F to G with CSI Life

With all of the Medicare Supplement Plan G business coming in the door, CSI Life offers a great little benefit to all their Plan F customers who want to transition to a Plan G.

CSI Life

CSI Life allows existing Plan F customers who were originally Open Enrollment or Underwritten (Guaranteed Issue does not apply), the option to change to Plan G without taking a new application!

All that is required is a signed, dated note from the insured making the request to change, and a new $25 app fee (and checklist if Illinois)... that's it!

CSI will make the change on the next modal premium date. Agents will be compensated on the remaining years of the original policy.

This is a great option for all your CSI Life customers, especially those who now have a few health concerns!

Good selling!
John Hockaday

 

Get Contracting Info

Do you have a comment? Please share your thoughts below.

Newsletter Signup

Recent Posts

Selling the Lasso Healthcare MSA: Interview With Linda Sprague

Steve Spinner discusses the Lasso Healthcare MSA with agent Linda Sprague. Listen to their discussion about selling the Lasso Healthcare MSA, the...

Read more »

Recognizing Our Heroes This Veterans Day

The celebration or recognition of Veterans Day is something that we all take very seriously. I am the proud father of three great kids, and I have...

Read more »

Can a Veteran On VA Benefits Get the Lasso MSA?

The brand-new Lasso Medical Savings Account (MSA) is gaining a ton of traction, which means we're starting to get more in-depth questions about the...

Read more »

Is the Lasso MSA Better Than a High-Deductible Plan F?

By Steve Spinner and John Hockaday A question we’ve seen a lot from independent agents is this: how does the Lasso Medicare Medical Savings Account...

Read more »
More News »

Do you have a comment about this post? Share your thoughts below.