by PTT Financial | Aug 3, 2023 | Articles for Agents
It seems like summer is already winding down and AEP is once again right around the corner. September is an important month for kicking off your pre-AEP outreach. Timing is crucial for both retaining current clients and prospecting for new ones. Client Retention Your...
by PTT Financial | Aug 1, 2023 | Articles for Agents
As you prepare for AEP, you’ll start to see carriers release their 2024 First Looks. These give agents an early glimpse into the plans for the upcoming year. It’s a good time to review what is changing prior to AEP and determine which plans will be the most...
by PTT Financial | Jul 12, 2023 | Articles for Agents
Every year, Medicare agents must complete their annual certifications prior to fall AEP. Summer is the perfect time to focus on these requirements and check them off your 2024 AEP to-do list. Start with AHIP Certification To sell Medicare Advantage and Part D plans...
by PTT Financial | Jun 22, 2023 | Articles for Agents
If your clients no longer have guaranteed issue rights, they will most likely need to undergo medical underwriting to change Medigap plans. You can help make the underwriting process easier to navigate by educating yourself on each carrier’s underwriting guidelines...
by PTT Financial | May 16, 2023 | Articles for Agents
CMS has updated its marketing rules and regulations for Medicare Advantage and Part D. The 2024 Final Rule (issued on April, 5, 2023) focuses on reducing deceptive practices in response to thousands of consumer complaints. The following rule changes go into effect on...
by PTT Financial | Apr 24, 2023 | Articles for Agents, Medicare
Approximately 12.5 million people are dual eligible: enrolled in both Medicaid and Medicare. Some of these dual-eligible beneficiaries are at risk of losing their Medicaid coverage, meaning they will no longer qualify for their D-SNP plan. If you have D-SNP clients,...