Learn | Thrive

Keeping Clients Safe From Scam

This course aims to equip agents with the knowledge and skills to protect their clients from scams. It provides strategies and tips to identify and report potential scams, emphasizing the importance of keeping personal information private, never accepting gifts or freebies paid for by Medicare, ignoring pressure to enroll in any plan, and reporting potential scams to 1-800-MEDICARE. By the end of the course, learners will have a better understanding of common scams in the insurance industry and how to assist clients in making informed choices. This 20-minute course will help agents build trust with their clients and ensure their safety.

Course Objectives:

• Understand the importance of keeping personal information private.
• Never accept gifts or freebies paid for by Medicare.
• Ignore pressure to enroll in any plan.
• Report potential scams to 1-800-MEDICARE effectively.
• Identify common scams in the insurance industry.
• Assist clients in making informed choices to avoid falling victim to scams.
• Learn strategies to report potential scams effectively.
• Build trust with clients and ensure their safety.