IMPORTANT MEDICARE ANNOUNCEMENT: The New SOA 48-Hour Rule for Advisors
Medicare plan or benefits with our team in these two instances. What does that mean for you? To avoid any delays in scheduling, we cannot stress how important it is that all of our clients complete this SOA form as soon as possible if they want us to continue providing our annual review of their plans. For your convenience, we have the electronic version of the SOA form on our website you can fill it out to help us meet this 48-hour window and provide the same prompt and informative service we always have. You can find the SOA forms using the links below. Please use the link with your advisor’s name to complete the form.
If you haven’t heard, the Centers for Medicare & Medicaid Services (CMS), which runs Medicare, has recently issued a new rule for interacting with Medicare beneficiaries.
Currently, our clients must complete a Sales Scope of Appointment (SOA) form, which permits advisors to discuss their Medicare benefits with them and outlines the topics we can discuss with our clients during a scheduled meeting or phone call. It also helps our clients maintain agency over their health care and allows them to make the best decisions possible regarding their benefits. Essentially, the SOA form ensures we can discuss the relevant information our clients might need to know in our meetings. What is the new rule? What’s changed? The new rule is that there must now be a 48-hour waiting period between signing the SOA form and the meeting or call with our office. This means we, as agents, must complete the SOA form 48 hours before we sit down with someone to discuss their Medicare information or plan. This new 48-hour rule will apply to all SOA forms starting Sept. 30, 2023, and is required whenever an insurance agent or broker wants to meet with a client to discuss their plans or benefits. The SOA form is then valid for 12 months. The 2 Exceptions to the 48-Hour Rule There are, however, two instances when the 48-hour “cooldown” period does not apply. The first is during the last four days of an election period. The second exception to the rule is for “walk- in” meetings initiated by the client (meaning you come into our office without any prompting or prior arrangement with us). You can only obtain a same-day appointment and discuss your
• MedicareBlueprint.com/JasonSOA
• MedicareBlueprint.com/TimSOA
HONEY-PECAN CHICKEN BREASTS
... CONTINUED FROM COVER
Inspired by TasteOfHome.com
I think overall, people are just more scared in general, and it’s a shame more than anything else. Today’s kids will never know how it feels to wear your costume and walk into what felt like the biggest party of the year, with every house decorated and everyone you know out and dressed up. But for me, Halloween will live on in my memories as the most fantastic time of the year, and I look back fondly on all the fun I had on those October nights. If you have any fond childhood memories of Halloween, I’d love to hear about them. Better yet, I’d love to see pictures of your childhood costumes. You can send them my way at Tim@MedicareBlueprint.com. Happy Halloween!
With summer over and fall here, pecan and honey reign supreme in this sweet chicken recipe. The honey provides a perfect caramelization while pecans pack on the crunch factor!
INGREDIENTS •
DIRECTIONS
1. Pound chicken with a meat mallet to 1/2- inch thickness. Sprinkle with salt, garlic powder, black pepper, and cayenne pepper. 2. In a large nonstick skillet, heat butter over medium heat; brown chicken on both sides. Cook covered until chicken is no longer pink, about 6–8 minutes, turning once. 3. Drizzle with honey and sprinkle with pecans. Cook covered until chicken is glazed, about 2–3 minutes.
2 6-oz boneless, skinless chicken breast halves
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1/4 tsp salt
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1/4 tsp garlic powder
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1/8 tsp black pepper
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1/8 tsp cayenne pepper
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1 tbsp butter
—Tim Hanbury
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3 tbsp honey
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2 tbsp finely chopped pecans
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