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What Do Agents and Santa Have in Common? You Need to Check It Twice

What Do Agents and Santa Have in Common? You Need to Check It Twice

by PTT Financial | Dec 15, 2025 | Articles for Agents, Medicare

Do you ever feel like you’re forgetting something? AEP is over, but before you get completely swept up in the holiday season, take a page from Santa and check everything twice. In the hustle and bustle of AEP, it’s easy for things to slip through the cracks. By...
2026 Medicare Part D Prescription Drug Coverage and Costs

2026 Medicare Part D Prescription Drug Coverage and Costs

by PTT Financial | Dec 15, 2025 | Articles for Agents, Medicare

The new year will bring key changes to Medicare Part D prescription drug coverage. With lower prices for select prescriptions and new out-of-pocket costs, there’s a lot to tell your clients about. 2026 Medicare Part D Costs and Plan Options There are 360 Medicare Part...
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

  • The Inflation Reduction Act: The Good, the Bad and the Ugly for Medicare Enrollees
  • Helping Your Clients Make the Most of Their 2026 Health Insurance Plans
  • Goal Setting Strategies for Medicare Agents
  • What Do Agents and Santa Have in Common? You Need to Check It Twice
  • 2026 Medicare Part D Prescription Drug Coverage and Costs

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PTT Financial

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Harlingen, TX 78550
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Articles for Agents

  • The Inflation Reduction Act: The Good, the Bad and the Ugly for Medicare Enrollees
    Inflation Reduction Act
  • Helping Your Clients Make the Most of Their 2026 Health Insurance Plans
    2026 health insurance
  • Goal Setting Strategies for Medicare Agents
    Goal Setting Strategies for Medicare Agents

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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