When beginning a relationship with a potential Medicare client, it can be tempting to dive straight into selling. However, there are important steps to take before doing so, with the most crucial being obtaining permission to contact. You cannot initiate a Medicare sale without explicit consent from the beneficiary. We’re here to guide you through Read More
Planning to host a Medicare educational or sales event? It’s essential to be aware of the specific guidelines around what can and cannot be said at these gatherings. Just as the Centers for Medicare & Medicaid Services (CMS) imposes strict rules for Medicare sales appointments, similar regulations apply to Medicare educational and sales events. Important Read More
The Centers for Medicare & Medicaid Services (CMS) 2025 Medicare Final Rule introduced several updates that will affect Medicare plans, agents, and enrollees. Alongside changes to agent compensation for Medicare Advantage (MA), new and revised regulations will significantly reshape the Dual Eligible Special Needs Plan (D-SNP) landscape. As you assist clients, especially dual eligible, be Read More
Although the Medicare Annual Enrollment Period (AEP) officially begins on October 15, you don’t have to wait until then to get ahead in your sales efforts. Starting on October 1, you can begin marketing next year’s plans to your clients. Here’s how to make the most of those crucial two weeks leading up to AEP! Read More
The Medicare Annual Enrollment Period can be hectic, but don’t stress. We’ve compiled some helpful tips to keep you organized and make this AEP season run smoothly! Prepare Ahead of AEP Avoid scrambling once AEP kicks off by getting everything in order beforehand. Organize yourself ahead of the busy season to keep your schedule manageable Read More
If you’re planning a marketing event to attract more Medicare clients, it’s essential to follow CMS regulations for sales events. These rules ensure compliance and protect both you and potential beneficiaries. Planning Your Event The first step in organizing a compliant Medicare sales event is deciding which type of marketing event you’d like to Read More
Hosting educational events can be a great way to engage potential leads for the 2025 Annual Enrollment Period (AEP). However, the Centers for Medicare and Medicaid Services (CMS) have established specific rules governing these events. Here’s a breakdown of what’s allowed and what you need to avoid to stay compliant. Planning Your Event Before Read More
1) Get Contracted Early 2) Complete Medicare and FWA Training 3) (Re)certify with All Carriers 4) Order Necessary Supplies 5) Finish Product Training Contract Early: June – early July As AEP approaches, the turnaround time for processing contracts increases. In the early summer, contracts can usually be processed within three days. However, during the peak Read More