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...
by PTT Financial | Apr 29, 2025 | Articles for Agents, Medicare
When you conduct a Medicare needs assessment you are on a fact finding mission to gather all the pertinent information needed to recommend the plan that best meets your clients’ needs. In order to be consistent and ensure you don’t miss any questions, you should use a...
by PTT Financial | Apr 21, 2025 | Articles for Agents, Medicare
CMS released its Final Rule for Medicare Advantage and PDP plans on April 4, 2025. These changes will be in effect January 1, 2026. Here are the top six things you needs to know: 1. No Cost Sharing for Adult Vaccines $0 cost share for any adult vaccines recommended by...
by PTT Financial | Feb 27, 2025 | Articles for Agents, Medicare
You help you clients find the best Medicare plans for their needs, but some of them might need a little extra help paying for their prescription coverage. Even with the 2025 $2,000 cap on prescription drug costs, many seniors find their prescription drugs can be...
