Agent Portal Login
PTT Financial
  • Facebook
  • Twitter
  • RSS
  • LinkedIn
  • Youtube
Menu
Select Page
Changes to CMS Guidelines Require New Disclaimer and Recording of Agent Calls

Changes to CMS Guidelines Require New Disclaimer and Recording of Agent Calls

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...
Your Guide to Annual Medicare Certification Requirements

Your Guide to Annual Medicare Certification Requirements

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...
Second Chances: What If You Don’t Like Your Medicare Plan?

Second Chances: What If You Don’t Like Your Medicare Plan?

by PTT Financial | Sep 16, 2021 | Articles for Consumers, Medicare

In a recent article, we looked at the Medicare enrollment periods. We saw that most people enroll when they turn 65, but some people might delay enrollment without paying a late enrollment fee if they have eligible insurance from current employment. What we didn’t...
How Much Does Medicare Cost? What to Expect

How Much Does Medicare Cost? What to Expect

by PTT Financial | Sep 13, 2021 | Articles for Consumers, Medicare

Medicare isn’t free. According to MarketWatch, a study published in the Retirement Management Journal found that retirees between the ages of 65 and 94 spend an average of $4,500 on healthcare costs each year, while a Fidelity study found that a 65-year-old couple...
When Can You Enroll for Medicare: Understanding Enrollment Periods

When Can You Enroll for Medicare: Understanding Enrollment Periods

by PTT Financial | Aug 23, 2021 | Articles for Consumers, Medicare

Enrolling in Medicare can be a confusing process. You must consider whether you’re the right age and financial status to enroll and what coverage you genuinely need. Some people have family or friends to help them through this task, but others must go at it alone....
2022 Medicare AEP – Trends & Insights: What to Expect

2022 Medicare AEP – Trends & Insights: What to Expect

by PTT Financial | Aug 17, 2021 | Articles for Agents, Medicare

What does this year’s Medicare AEP have in store for us? During the Annual Election Period that runs between October 15 and December 7, Medicare enrollees will make their 2022 plan selections. With AEP right around the corner, here’s a look at what we can expect. More...
« Older Entries
Next Entries »

Recent Posts

  • How to Sustain Your Energy for a Productive AEP
  • Home Visit Safety Tips for AEP
  • When Can Your Medicare Clients Appeal IRMAA Surcharges?
  • 7 Ways to Succeed in Medicare Sales Now
  • Is Your Medicare Tech Stack Ready for AEP? Use This Checklist

Categories

  • Agents
  • Articles for Agents
  • Articles for Consumers
  • Careers
  • Cartoon
  • Financial Planning
  • Life Insurance
  • Medicare

PTT Financial

410 E. Harrison Ave.
Harlingen, TX 78550
844-277-5028

Articles for Agents

  • How to Sustain Your Energy for a Productive AEP
    productive AEP
  • Home Visit Safety Tips for AEP
    home visit safety
  • When Can Your Medicare Clients Appeal IRMAA Surcharges?
    appeal IRMAA surcharges

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
  • Facebook
  • Twitter
  • RSS
  • LinkedIn
  • Youtube

Copyright © 2026 PTT Financial. All rights reserved.