Agent Update Memo - July 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.

Start marketing for AEP and take part in our 2022 Leads Cost-Sharing Program! Get your leads at 50% of the cost!
Submit your order or download and personalize your Summer Newsletter today!
Protect your Clients Personal Health Information (PHI) through Email Encryption.
Several States have adopted Birthday or Anniversary rules, use our State Birthday Rule Cheat Sheet.
As featured in NAHU’s America’s Benefit Specialist magazine, Medicare Part…You, by Dan Mangus.
Order your compliant Agent Marketing Portfolio pieces for your print advertising.
Need to check commissions or pending apps? Utilize our How to Do Business Guides.

Save the Date! Our National Sales Summit will be VIRTUAL on Wednesday, August 17^th!
July Live Events Calendar
- July 13^th@ 10AM: Certification Walkthrough
- July 14^th@ 10AM: Building a Loyal Client Base
- July 15^th@ 2PM: Medicare Center Training
- July 25^th– 29^th @ 11AM: Medicare Quick Start
- July 29^th@ 2PM: Aetna Rollout Webinar
- August 5^th@ 2PM: UHC Rollout Webinar

Now with several years of social media posts to use as your own. Contracted agents get free access to our SMS Agent Connect Facebook
Subscribe to our YouTube channels and don’t miss a beat:

As certifications are launching, check out our AEP Toolkit, which includes certification walkthroughs, sneak peeks, and all things AEP!
2023 Certifications:
- Complete AHIP through a carrier portal for a $50 discount

CMS Marketing Changes will affect you this year starting Oct 2022. Here are some resources to help you understand the changes and what you need to do:
- A clear walkthrough of how the CMS Marketing Changes affect you.
- See page 119-121 of the Marketing Regulations.
- MedicareCENTER will have call recording and storage option available for AEP to help you stay compliant with the CMS changes.
We’ve received several Sneak Peeks and the UnitedHealthcare Expansion counties for 2023.
2023 MA and PDP Broker Compensation has been released.
You have a Quarterly D-SNP Enrollment Period for individuals maintaining their Medicaid, unless they are newly eligible or lose eligibility.
CMS unveils more user-friendly Medicare website.
USPS postage price changes will go into effect on July 10, 2022. Order stamps for your AEP marketing now!
Part B re-examination for lower Part B pricing coming next year.
Details on Part B immediate enrollment coming January 2023.
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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