Understanding
When I am referred to a client I am the guide for them. It is important that I set the tone and let them know the information that I need. I do this by asking numerous questions. I find out which doctors they use as well as which medications they take. This is VERY important. Most people have a relationship with their physicians and they do not want to change. I don’t like my client to experience any surprises! By gathering this information up front, I am able to make the best recommendations possible for their health insurance or Medicare plan.
