You assist your clients with a lot, but you can't do everything for them. At a certain point clients may be unable to make major life decisions. Learn all about power of attorney and conservatorships and how to navigate those interactions as an insurance agent. Read the text version
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References:
Authorization to Disclose Personal Health Information Form PDF: https://www.cms.gov/Medicare/CMS-Forms/CMS-Forms/Downloads/CMS10106.pdf
Britney Spears’s conservatorship terminated after nearly 14 years: https://www.theguardian.com/music/2021/nov/12/britney-spears-conservatorship-terminated
Cases of Financial Exploitation, Neglect, and Abuse of Seniors: https://www.gao.gov/assets/gao-10-1046-highlights.pdf
Conservatorship and Guardianship: https://www.caregiver.org/resource/conservatorship-and-guardianship/
Guardianship and Conservatorship FAQs: https://www.lawhelp.org/dc/resource/guardianship-and-conservatorship-frequently-a
National Center on Elder Abuse Research, Statistics and Data: https://ncea.acl.gov/What-We-Do/Research/Statistics-and-Data.aspx#prevalence
Power of Attorney: https://www.americanbar.org/groups/real_property_trust_estate/resources/estate_planning/power_of_attorney/
Power of Attorney is Not Enough for Medicare: https://www.sjslawpc.com/2020/08/25/power-of-attorney-is-not-enough-for-medicare/
Rules and Model Language for “Proof of Representation” vs. “Consent to Release” for Medicare Secondary Payer Liability Insurance (Including Self-Insurance), No-Fault Insurance, or Workers’ Compensation: https://www.cms.gov/files/document/por-vs-ctrpdf
Using a Power of Attorney to Enroll a Beneficiary in a Medicare Drug Plan: https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414
What is a Conservatorship? https://attorney.elderlawanswers.com/using-a-power-of-attorney-to-enroll-a-beneficiary-in-a-medicare-drug-plan-6414
What is a medical power of attorney? https://www.freewill.com/learn/what-is-a-medical-power-of-attorney
What is a Representative Payee and Who Can Become One? https://www.ncoa.org/article/what-is-a-representative-payee-and-who-can-become-one
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