Agent Update Memo — November 2023
Agent Update Memo — November 2023
Below you will find new Medicare training and information both from Senior Marketing Specialists and the insurance industry as a whole.
Senior Marketing Specialists Updates
AEP Extended Hours
Monday – Thursday: 7:00AM – 6:00PM
Friday: 8:00AM – 4:00PM
Check out our NEW Compliance Corner located in our AEP Toolkit!
Download the 2024 Medicare Cost Sheet, detailing Medicare Part A and B costs and premiums.
Listen to our Medicare Industry Insider podcast, featuring Chalen Jackson and Rachel Brammeier.
Get SilverSneakers leads sent directly to you with PlanEnroll.
Co-branded marketing with MedicareCENTER.
Looking to grow by acquisition? Interested in learning about financial transitions in your own business? Check out our Acquisition Pathways service and get in-touch today!
Order your special edition AEP & Fall Newsletters today!
Plan out the rest of your year with carrier bonuses and trips on our contests page!
Cross-sell both Cancer and Hospital Indemnity plans this AEP:
Virtual Training
Medicare Café — Live every Tuesday at 10AM.
Check out the November Events Calendar for MedicareCENTER and LeadCENTER training!
November 23rd: Happy Thanksgiving — Office Closed
November 24th: Office Closed
November 29th @ 10:00AM: Finish AEP Strong – 5 Things to Do Before December 7th
Industry Updates
Many states have made changes this year to their Medicare Birthday/Anniversary Rules. Check out our blog to stay up to date!
Remember your clients’ Trial Right and how to best handle these situations.
The Senate Finance Committee held a hearing on Medicare marketing practices.
Star Ratings are available now, and we’re seeing a lot of shakeups for 2024.
Kaiser Permanente will NOT be offering a 5-star plan in 2024 for the first time in several years.
AEP Resources
- AEP Toolkit — NEW Compliance Corner, provider lookups, certification support, and more!
- November & December Agent To-Do List.
- Need a second set of eyes? Send your paper applications to our Enrollment Department!
- Medicare Client Checklist — personalize and hand out to your clients!
- CMS Landscapes — basic information about every plan (MA and PDP) offered.
- 2024 Non-Commissionable PDP List.
- Qualifying Health Risk Assessment (HRA) Chart through MedicareCENTER.
- Sales Summary Worksheets — use these during your appointments!
- Medicare Mail Cheat Sheet — Medicare beneficiaries receive a variety of notices via mail.
I can always get a question answered or help with compliance. The webinars help me stay up to date in an ever-changing world. I appreciate all your help!
~ Kellie B.
CANCER INSURANCE, AWARENESS, RESOURCES, & EDUCATION.
Our CARE Initiative raises awareness about the impact of a cancer diagnosis, providing resources to you as the agent and to clients who might receive this devastating diagnosis. CARE is about more than just selling cancer insurance.
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