With AEP right around the corner, Senior Marketing Specialists wants to be sure you are current on all your training! Be prepared with some of our AEP resources and refresher material. We not only train agents on Medicare Advantage sales, but also on Medicare Supplements, ancillary products, compliance, and more! If you need an overview of or helpful resource for one of the below topics, read on or give us a call today! 800-689-2800.


Medicare Advantage

  • Cannot sell door-to-door
  • Cannot sell over the phone
  • Typically sold stand-alone (MA) or with a prescription drug plan (MAPD)
  • CMS 2017 Landscapes
  • You can start marketing for AEP October 1st (sending letters, scheduling MA appointments, discussing 2017 plan details, etc.)
  • The Annual Enrollment Period for Medicare Advantage starts October 15th (meeting with clients, submitting MA applications with a Jan 1 effective date)
  • The Annual Enrollment Period for Medicare Advantage ends December 7th (All AEP business must stop)
  • Medicare Advantage self-paced course on SMS University
  • Medicare Part D (prescription dug) self-paced course on SMS University

Hospital Indemnity

Medicare Supplements

  • Sold in person, over the phone, or door-to-door (in most states – ask your marketer about the exceptions!)
  • Sold anytime (AEP is a busy time for Medicare Supplement business too!)
  • Work in tandem with Medicare Parts A and B to lower out-of-pocket costs
  • Medicare Supplement self-paced course on SMS University

Additional AEP Resources


For additional AEP resources and planning help, please contact us! We are happy to get you up to speed, go over compliance, or review a specific carrier with you. Give us a call to stay current on your training! 800-689-2800

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