by PTT Financial | Dec 11, 2023 | Articles for Agents
You have been having a lot of conversations with both your existing clients and prospects during AEP. As you evaluated their individual situations to find the best coverage, your discussions may have uncovered additional needs or gaps in coverage. This creates an...
by PTT Financial | Nov 8, 2023 | Articles for Agents
During AEP, Medicare beneficiaries should review their coverage and decide if they need to make any changes. However, it can also be a time of confusion – in part due to the volume of Medicare advertising around this time of year. It’s your responsibility to guide...
by PTT Financial | Sep 25, 2023 | Articles for Agents
Staying compliant with Medicare’s rules and regulations is a year-round mission for Medicare agents. Since Medicare often updates its compliance requirements, it’s important to stay current. AEP 2024 is fast approaching. Before the busy season begins is a good time...
by PTT Financial | Sep 12, 2023 | Articles for Agents
Summer break is over; fall is here. Medicare agents need to get ready for the annual election period (AEP). Since this AEP will be a busy one – with new enrollees and CMS requirements – you’ll need to be prepared. Use this fall checklist to start preparing for AEP....
by PTT Financial | Oct 17, 2022 | Articles for Agents, Medicare
Medicare’s Annual Election Period officially kicked off on October 15. To make the most of this once-a-year sales opportunity, Medicare sales agents need to be ready with their A game. Don’t just let AEP happen. Take control and prime yourself for a successful AEP....
