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 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