by PTT Financial | Jul 25, 2022 | Articles for Agents, Medicare
As business associates of covered entities, Medicare sales agents must fully comply with HIPAA’s Privacy and Security rules. By nature of the business, some personal information must be exchanged for things like plan enrollment. HIPAA makes sure your client’s data...
by PTT Financial | Jul 5, 2022 | Articles for Agents, Medicare
CMS recently released their 2023 final rule which includes two requirements that will have a significant impact on independent agents and brokers who sell Medicare Advantage and/or Part D plans. Effective Date While the marketing guideline changes are for calendar...
by PTT Financial | Jun 14, 2022 | Articles for Agents, Medicare
Every year, Medicare agents and brokers need to meet annual training and certification requirements. This needs to be done ahead of the annual election period that happens every fall, so summer is the natural time to focus on Medicare certification requirements. What...
by PTT Financial | Sep 16, 2021 | Articles for Consumers, Medicare
In a recent article, we looked at the Medicare enrollment periods. We saw that most people enroll when they turn 65, but some people might delay enrollment without paying a late enrollment fee if they have eligible insurance from current employment. What we didn’t...
by PTT Financial | Sep 13, 2021 | Articles for Consumers, Medicare
Medicare isn’t free. According to MarketWatch, a study published in the Retirement Management Journal found that retirees between the ages of 65 and 94 spend an average of $4,500 on healthcare costs each year, while a Fidelity study found that a 65-year-old couple...
by PTT Financial | Aug 23, 2021 | Articles for Consumers, Medicare
Enrolling in Medicare can be a confusing process. You must consider whether you’re the right age and financial status to enroll and what coverage you genuinely need. Some people have family or friends to help them through this task, but others must go at it alone....
