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AEP Marketing Begins!

October 1

When Can I Start Marketing for the Annual Enrollment Period (AEP)?

CMS allows brokers to begin marketing for AEP on October 1. CMS rules (MCMG, Section 40) say that brokers can only market the plans they sell to beneficiaries who are eligible for valid enrollment. Brokers may market both the current and upcoming plan years starting October 1. However, the marketing materials should clearly indicate which plan year is being discussed and applications should be left with the client until October 15th when AEP officially begins.

Agents have the opportunity to help beneficiaries in the following ways if, and when meeting prior to October 15th:

  1. Assess their needs
  2. Review plan changes and options
  3. Give a full product presentation/consultation
  4. Make recommendations on coverage that will best meet their needs

Details

Date:
October 1