Health Insurance Agent Evaluation Checklist

Every year, over 100,000 people report being victims of elder law fraud. Many fraudsters and scammers exploit Medicare and Social Security as avenues to gather personal information, often posing as government workers to gain trust.

Additionally, the expertise of health insurance agents varies significantly. While some agents are highly educated and capable of providing top-notch assistance, others may barely know the basics.

At Just Us Retirement, we recognize the importance of protecting our community from potential scams and unqualified agents. To aid in this effort, we’ve developed an easy-to-use Agent Comparison Checklist. This simple form empowers beneficiaries to evaluate agents—or individuals pretending to be agents—by identifying red flags and green flags effectively.

Join our webinar to learn more about elder law fraud, the tactics used by scammers, and how to use our checklist to ensure you’re working with a reliable and knowledgeable agent.