VETERAN MEDICARE SCRIPT

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Greet the person: “Hi, [Name]? This is [Your Name], I’m getting back to you regarding your request for additional veteran’s benefits.” 

OUTBOUND LEAD (FB AD): 

“When you saw the Facebook post, I know it mentioned that you can get $1800 back—did that sound like something that could help you?” 

“Yeah, extra money could help anyone these days, especially with how expensive everything has gotten.” 

INBOUND LEAD (LT): 

"We're you looking at the additional Veteran Medicare benefits today?"

● "Tell me a little about your time in service." 

● “What branch did you serve in?” 

● “What years did you serve?” 

● “What was your job during your service?” 

● “Were you stationed overseas or mostly stateside?” 

 Share a personal connection or mention people you know who have served.

 Thank Them for Their Service: 

“Awesome, well, thank you for your service!” 

● “Well *Client's Name*- there are a lot of different ways that I might be able to help out." 

● "To see if I can even help out, I have a few questions to better understand your situation." 

● "First, are you using the VA for healthcare?” 

● “Do you also get your prescriptions through the VA?” 

● “Do you have Medicare Parts A and B?” 

● “Do you have a Medicare Advantage plan or a Supplement plan?” 

● “What does your current plan cost you? Do you pay anything for that?” 

● “How long have you had that plan?” 

● “Who helped you get that plan?” 

● Is there anything with your current plan that is not working at the level it should be? 

● “Are you currently collecting Social Security?” 

● “Are you getting the full $185.00 taken out of your Social Security each month?” 

● Confirm: “So, you use the VA for healthcare and prescriptions, but you’re still paying for Medicare Part B—is that correct?” 

● Create uncertainty: “Have you ever wondered why you’re paying all this money for Medicare when you’re using the VA?” 

● If that $185 was lower, would that help you? How would it help you? 

● “It sounds like I can absolutely help you. There are veteran plans and programs that cost you nothing and actually give you a reduction in your Part B premium.” 

● “For example, some plans offer a $50 reduction in your Part B each month, and some could give you up to $150 back monthly.” 

● “Can I ask why you haven’t looked into something like this before? Was it something you didn’t know about or just never heard of?” 

● “Let me check some options available in your area. Your zip code is [Zip Code], is that correct?” 

● Confirm the county: “Is that in [County] or [County]?” 

● “Do you see any civilian doctors?” 

● Pull up the highest giveback Medicare Advantage plans in the area. 

● Discuss benefits: “This plan includes [list of benefits such as dental, vision, hearing, OTC, Silver Sneakers, etc.].” 

● Talk about costs and coverage. 

"It seems like this is all a no brainer, the only downside is that we cant get it started until next month, you ok waiting a little bit to save that money/get those benefits?" 

Write the application: 

● Follow all steps and maintain compliance. 

● “We are your Medicare advisors for life, and we can always help you navigate these options.” 

● “We represent every carrier, so if this plan doesn’t work or you find something better, you can call me to help you switch.” 

● “If anyone else calls you about Medicare, just hang up and call us—we don’t want you to lose out on any benefits.” 

● “We helped you save [X amount] today, so if you make any changes later, you’ll lose those savings.” 

● “If you have issues or questions, don’t call the carrier—call us! We’re your agents, and we’ll handle any communication with the insurance company for you.” 

Additional Support: 

Offer to help find doctors: “Let me help you find a doctor in your area. I can email you a list of doctors you can use, including dentists, vision doctors, hearing specialists, etc.” 

 “I can also email or have service mail you an OTC catalog for your new plan.” 

Close the Conversation: 

Reaffirm that you're available for any further assistance and encourage them to reach out if they have questions in the future.