by PTT Financial | Oct 17, 2022 | Articles for Agents, Medicare
Medicare’s Annual Election Period officially kicked off on October 15. To make the most of this once-a-year sales opportunity, Medicare sales agents need to be ready with their A game. Don’t just let AEP happen. Take control and prime yourself for a successful AEP....
by PTT Financial | Aug 30, 2022 | 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 | Aug 19, 2022 | Articles for Agents, Medicare
Many Medicare beneficiaries who struggle to afford the cost of their coverage do not realize there are programs that can help them offset their out-of-pocket expenses associated with Medicare Parts A, B and D premiums, deductibles, coinsurance, and copayments. These...
by PTT Financial | Jul 25, 2022 | 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...
by PTT Financial | Jul 5, 2022 | Articles for Agents, Medicare
CMS recently released their 2023 final rule which includes two requirements that will have a significant impact on independent agents and brokers who sell Medicare Advantage and/or Part D plans. Effective Date While the marketing guideline changes are for calendar...
by PTT Financial | Jun 14, 2022 | Articles for Agents, Medicare
Every year, Medicare agents and brokers need to meet annual training and certification requirements. This needs to be done ahead of the annual election period that happens every fall, so summer is the natural time to focus on Medicare certification requirements. What...