Agent Update Memo - August 2022

Compiled by: Rachel Brammeier and Garrett Dishinger

Below you will find new training and information both from

Senior Marketing Specialists and the industry as a whole.

The National Senior Sales Summit is BACK and now later in the year to include AEP insights. Register today!
Birthday/Anniversary rules were adopted in several States, use our State Birthday Rule Cheat Sheet.
Being a Great Advisor: Help Your Clients Stay Healthy, by Dan Mangus and featured on NAIFA’s Advisor Today magazine.
Need quick access to a carrier portal or phone number? Utilize our How to Do Business Guides.

AEP Toolkit – testing portals, certification guides, first looks, SOA forms, and so much more!
Coming this AEP, call recording, download, and 10 year storage via MedicareCENTER
Grow your Business this AEP with cost sharing.
We can help you with your 2023 Supply Orders.
Plan out the rest of your year with our AEP Month by Month prep guide.
Certification Portals:

Aflac’s focus is on giving customers the best insurance experience possible. Isn’t it time to get to know Aflac? Get contracted today.
UnitedHealthcare Supply pre-orders begin August 13^th.
A walkthrough of how the CMS Marketing Changes will affect you, starting October 2022.
- Federal Register: Required Materials and Content
Capitalize on Q3 Carrier contests before AEP gets in full swing.
2023 MA and PDP Broker Compensation has been released.
Part B Special Enrollment Period

- You’re eligible to sign up for Medicare between January 1, 2022 – December 30, 2022, if you were unable to because of problems with Social Security’s telephone system.
- Follow these steps, and be sure to sign up for Medicare by December 30, 2022.

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