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What Your Clients Need to Know Before They Switch From Medicare Advantage to Original Medicare

What Your Clients Need to Know Before They Switch From Medicare Advantage to Original Medicare

by PTT Financial | Oct 27, 2025 | Articles for Agents

Share With Your Clients The last few years have shown a trend of Medicare beneficiaries choosing to enroll in Medicare Advantage plan over Original Medicare. They like the convenience of an all in one plan, lower out of pocket costs and the supplemental benefits...
Helping Your Clients Navigate 2026 Plan Concerns

Helping Your Clients Navigate 2026 Plan Concerns

by PTT Financial | Oct 9, 2025 | Articles for Agents, Medicare

Financial pressures and shifting reimbursement rates have caused many carriers to reduce service areas or terminate some of their Medicare Advantage plans for 2026. The result is that more than one million Medicare beneficiaries may need to seek new coverage. Texas is...
How to Stay Compliant When Marketing in a Health Care Setting

How to Stay Compliant When Marketing in a Health Care Setting

by PTT Financial | Oct 8, 2025 | Articles for Agents, Medicare

As AEP approaches it’s important to remember CMS guidelines for marketing in a health care setting. These rules exist to protect Medicare beneficiaries from uninvited contact and high-pressure sales tactics. Here are the key points to keep in mind: Where to Meet You...
Medicare First Looks and Annual Notices of Change

Medicare First Looks and Annual Notices of Change

by PTT Financial | Sep 16, 2025 | Articles for Agents, Medicare

Every year, prior to AEP, important information goes out to both Medicare agents and Medicare members about the upcoming year. Agents receive First Looks from major Medicare Advantage and Medicare Part D carriers, which give them an early glimpse at changes for the...
Data Security for Medicare Sales Agents: Your Responsibilities Under HIPAA

Data Security for Medicare Sales Agents: Your Responsibilities Under HIPAA

by PTT Financial | Sep 16, 2025 | Articles for Agents, Medicare

As business associates of covered entities, Medicare sales agents must fully comply with HIPAA’s Privacy and Security rules. By nature of the business, some personal information must be exchanged for things like plan enrollment. HIPAA makes sure your client’s data...
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Recent Posts

  • What Your Clients Need to Know Before They Switch From Medicare Advantage to Original Medicare
  • Helping Your Clients Navigate 2026 Plan Concerns
  • How to Stay Compliant When Marketing in a Health Care Setting
  • Medicare First Looks and Annual Notices of Change
  • Data Security for Medicare Sales Agents: Your Responsibilities Under HIPAA

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PTT Financial

410 E. Harrison Ave.
Harlingen, TX 78550
844-277-5028

Articles for Agents

  • What Your Clients Need to Know Before They Switch From Medicare Advantage to Original Medicare
    What Your Clients Need to Know Before They Switch From Medicare Advantage to Original Medicare
  • Helping Your Clients Navigate 2026 Plan Concerns
    helping your clients navigate 2026 plan concerns
  • How to Stay Compliant When Marketing in a Health Care Setting
    How to Stay Compliant When Marketing in a Health Care Setting

Articles for Individuals

  • Texas Medicare Sales Agent Career Opportunities
    Texas Medicare Sales Agent Career Opportunities
  • How to Choose a Texas Financial Planning Partner
    How to Choose a Texas Financial Planning Partner
  • How to Choose an Annuity
    how to choose an annuity
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