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A great place in the call to verify LIS is on the “Medicare Determine Eligibility” plate.

  • Right-click and open this link in a new tab to open the step-by-step Marx guide.

  • Follow the instructions in the guide to determine:

    • Customer’s name as it appears on their Medicare card

    • Date of Birth

    • Address

    • Part A/B eff dates

    • Current plan along with plan’s effective date

    • LIS (Low Income Subsidy) level

Sales Tips:

  • With extra help/LIS as long as the plan covers the medications they will be covered at the prices on the LIS Table or what the plan cost is which ever is less.

  • They will pay the same amount under LIS for a 90 day supply as a 30 day supply.

  • They will not have the following extra cost

    • The gap phase

    • Part D IRMMA

    • Part D late enrollment penalty

Enrollment Reasons

Plan

Medicare Code/Reason

Dialer

Code/Reason

Uses

MA/MAPD/PDP

MDE

MDE

May be used once per quarter.

Additional Resources

Right-Click Here and open in a new tab to view the ­2021 LIS Table.

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