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)
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@
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)
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
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)
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 […]
5/15/25 Training with Casy Askins
[https://us06web.zoom.us/rec/share/3MjwtESUCOihnEW_ITZ6grQkpzCpSNIGzGaKmu7Em3AycwhswQk_GgbkTSIYnLsx.s5yEPdHkm2r4a9uX](https://us06web.zoom.us/rec/share/3MjwtESUCOihnEW_ITZ6grQkpzCpSNIGzGaKmu7Em3AycwhswQk_GgbkTSIYnLsx.s5yEPdHkm2r4a9uX) Passcode: *%%Bw3^n
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)
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
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)