Social Security Presentation
Information about social security. This will be helpful to answer common questions your T65 clients have about social security -> [https://www.dropbox.com/scl/fi/bvhqyr7qzz0euqd3iljx7/SSA-for-Serenity.pptx?rlkey=vsnrf0w2nc2nx5ixd8no81ia6&st=q56bqf0q&dl=0](https://www.dropbox.com/scl/fi/bvhqyr7qzz0euqd3iljx7/SSA-for-Serenity.pptx?rlkey=vsnrf0w2nc2nx5ixd8no81ia6&st=q56bqf0q&dl=0)
Home Health Care Slide Deck
[https://www.dropbox.com/scl/fi/zrvq1g5t43kpc9ha8nduk/HHC-Slide-Deck-1.pdf?rlkey=8od63idzkxxdw2lx24z2yc73l&st=zn77vx6d&dl=0](https://www.dropbox.com/scl/fi/zrvq1g5t43kpc9ha8nduk/HHC-Slide-Deck-1.pdf?rlkey=8od63idzkxxdw2lx24z2yc73l&st=zn77vx6d&dl=0)
How to enroll into Medicare A&B
**You only need to manually sign up IF you are NOT drawing Social Security. If you are drawing Social Security, you will automatically be enrolled.** 1. Go to ssa.gov 2. Click on “sign up for Medicare” in the center of the page 3. Scroll down to the “Sign up for Medicare” and click apply online […]
5/1/2025 – Cross Selling with Dallas
[https://us06web.zoom.us/rec/share/7hpsyyFkHxf3pjew3TzT_P2Z2DHGzgLKUgkVGQh4ERjNs825Bn64qhTr6vzipK5g.3MaRheAd8QUMTspg](https://us06web.zoom.us/rec/share/7hpsyyFkHxf3pjew3TzT_P2Z2DHGzgLKUgkVGQh4ERjNs825Bn64qhTr6vzipK5g.3MaRheAd8QUMTspg) Passcode: 9Y3+0Z7@
Part B Application
Paper copy: [https://www.dropbox.com/scl/fi/2o8k94xw9qhiligwrnoa5/CMS-40B_508-enabled.pdf?rlkey=t5r07jg7z93b7zvaykx4q0fla&st=tsf7672h&dl=0](https://www.dropbox.com/scl/fi/2o8k94xw9qhiligwrnoa5/CMS-40B_508-enabled.pdf?rlkey=t5r07jg7z93b7zvaykx4q0fla&st=tsf7672h&dl=0) OR Go to ssa.gov -> sign up for Medicare -> Sign up for Part B only You will need to attach the request for employment verification form
Request for Employment Information Form
Use this form if someone is DELAYING part B enrollment. They will need to get this filled out by their employer showing they had creditable coverage and attach this to their Part B application [https://www.dropbox.com/scl/fi/4i2l7l7h52qpysisfplri/CMS-L564.pdf?rlkey=kqwbkl6yyajdjqbnigdizty21&st=w0r613rc&dl=0](https://www.dropbox.com/scl/fi/4i2l7l7h52qpysisfplri/CMS-L564.pdf?rlkey=kqwbkl6yyajdjqbnigdizty21&st=w0r613rc&dl=0)
5/29 – Long Term Care & Annuities with Pat
[https://us06web.zoom.us/rec/share/0oipznxFCfPnBf2DWsSV8BR6MVsqqc4v2jF9Ew77AZJwD254GWjwsvdz7iOAjiit.2vfwdXCI6aFFGON9](https://us06web.zoom.us/rec/share/0oipznxFCfPnBf2DWsSV8BR6MVsqqc4v2jF9Ew77AZJwD254GWjwsvdz7iOAjiit.2vfwdXCI6aFFGON9) Passcode: kUsP0?b2
Client Tracker Spreadsheet
Be sure to **”File and make a copy” to be able to edit this spreadsheet** [https://docs.google.com/spreadsheets/d/1J23NwIhXhoYjRgCVJsYMl4zLfqQCeUgX/edit?usp=sharing&ouid=111329398674093462056&rtpof=true&sd=true](https://docs.google.com/spreadsheets/d/1J23NwIhXhoYjRgCVJsYMl4zLfqQCeUgX/edit?usp=sharing&ouid=111329398674093462056&rtpof=true&sd=true)
Hospital Indemnity Slide Deck
[https://www.dropbox.com/scl/fi/t9dkflbqu8thsnm8od7vn/HIP-Slide-Deck-3.pdf?rlkey=ahocmy09j1a55fcqf3v7xdk83&st=cst4yaiz&dl=0](https://www.dropbox.com/scl/fi/t9dkflbqu8thsnm8od7vn/HIP-Slide-Deck-3.pdf?rlkey=ahocmy09j1a55fcqf3v7xdk83&st=cst4yaiz&dl=0)
Medicare Presentation
Link to Serenity branded presentation (you may have to modify numbers/information to fit your area): ***File Make a Copy to be able to edit this*** [https://docs.google.com/presentation/d/1ANCWdDVyz291TDL1ei14KccoeWltpw86/edit?usp=sharing&ouid=111329398674093462056&rtpof=true&sd=true](https://docs.google.com/presentation/d/1ANCWdDVyz291TDL1ei14KccoeWltpw86/edit?usp=sharing&ouid=111329398674093462056&rtpof=true&sd=true)