by PTT Financial | Sep 16, 2025 | Articles for Agents
Medicare’s Annual Election Period (AEP) starts on October 15, but insurance agents need to be ready before then. Although enrollments cannot occur until October 15, agents can discuss plan information with clients beginning on October 1. Take these 10 steps before...
by PTT Financial | Aug 15, 2025 | Articles for Agents
Retaining your existing clients should be a priority during AEP. A client retention letter is the ideal way to reach out to clients prior to AEP to remind them that this important enrollment period will be here soon. It’s a great opportunity to proactively remind your...
by PTT Financial | Aug 14, 2025 | Articles for Agents
Every year, Medicare enrollees have the opportunity to switch plans during the annual election period. While staying in the same plan may seem like the easiest choice, it’s not always the best choice, especially if anything has changed since joining the plan. Knowing...
by PTT Financial | Aug 12, 2025 | Articles for Agents
Most seniors want to stay in their homes as they age. This likely includes many of your clients. But what happens if it becomes more difficult for them to get out of their house for medical care? They might qualify to receive Medicare covered home health services if...
by PTT Financial | Jul 25, 2025 | Articles for Agents
Do you ever feel like you’re forgetting something important? There’s a lot to do in the leadup to AEP, and it’s easy to miss something. Don’t let any of your important prep fall through the cracks. Set yourself up for a great AEP with this AEP readiness checklist....
by PTT Financial | Jul 18, 2025 | Articles for Agents
A needs assessment is an important tool for Medicare agents. It allows you to gather comprehensive information about clients, which in turn enables you to guide them to the Medicare coverage that best fits their individual needs. How to Conduct a Needs Assessment A...
