by PTT Financial | Nov 14, 2025 | Articles for Agents
Share With Your Clients Medicare Annual Enrollment Period (AEP) is upon us. This is the time period, from October 15 – December 7, when you have the opportunity to make changes to your Medicare coverage. During AEP you can: Change from one Medicare Advantage plan to...
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...
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...
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...
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...
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...
