Plan Advisors Blog

Marketing Dos & Don'ts During Open Enrollment 2021

Posted by Lance Hoeltke on Mon, Jan 04, 2021 @ 01:45 PM

Another AEP has come and gone. As we continue adjusting to this new selling and enrollment environment, we must look for opportunities to serve beneficiaries while remaining compliant. Now that the 2021 Open Enrollment Period has begun, let’s discuss what is (and is not) allowable from a marketing perspective.

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How to help a client who lost Medicaid eligibility

Posted by Lance Hoeltke on Fri, Jan 01, 2021 @ 04:21 PM

My Client Qualified for Medicaid…But What if They Lose It Later?

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Common Post-AEP Issues & What To Do About Them

Posted by Lance Hoeltke on Mon, Dec 21, 2020 @ 01:45 PM

Ah… AEP is finally over. Now you can kick back, relax, and make plans for those sizable January commission checks. While there is most certainly time for recovery and reflection, don’t turn that cell phone off for too long.

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Special Election Periods for Natural Disasters

Posted by Lance Hoeltke on Fri, Dec 18, 2020 @ 03:00 PM

If you have clients that have been disrupted by natural disasters, such as Hurricane Eta in Florida or the California wildfires, they may be entitled to a special enrollment period. Beneficiaries are entitled to a special enrollment period if:

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Low-Income Subsidy (LIS) Resource Limits for 2021

Posted by Lance Hoeltke on Thu, Nov 05, 2020 @ 09:30 AM

CMS has established the resource limits for which a Medicare beneficiary must be under to qualify for the 2021 Low-Income Subsidy (LIS). The limits are as follows:

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AEP Time-Saving Marketing Tools, Tips, and Strategies

Posted by Lance Hoeltke on Mon, Oct 26, 2020 @ 07:00 AM

We know how hectic things can get around AEP. There are so many things you have to focus on that sometimes you may lose track of some tasks on your to-do list, including marketing. Suddenly you're in the thick of appointments and paperwork and your marketing efforts won’t be as thorough. 

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Have a Compliant AEP

Posted by Lance Hoeltke on Fri, Oct 23, 2020 @ 09:28 AM

AEP looks different this year thanks to COVID-19, so it’s more important than ever to make sure your Medicare marketing and sales comply with rules, regulations, and best practices. 

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Use Broker Connect to Simplify Enrollment

Posted by Lance Hoeltke on Wed, Oct 21, 2020 @ 09:34 AM

At Plan Advisors, we want to better equip you to serve your clients and the community. That’s why we now offer Broker Connect FREE to our brokers!

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Humana Helps You Protect Your Agent of Record Status

Posted by Lance Hoeltke on Mon, Oct 19, 2020 @ 12:00 PM

Questions related to protecting a book of business are common this time of year. One popular question is, “If my client initiates a plan change, will I remain the agent of record (AOR)?” 

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Broker Connect & Post-Enrollment Health Questionnaires: What you need to know

Posted by Lance Hoeltke on Thu, Oct 15, 2020 @ 06:45 PM

We know how eager you are to begin utilizing Broker Connect for quoting and enrolling clients this AEP. Rest assured that as of Thursday, October 15, Plan Advisors brokers are able to quote and compare all plans that are viewable on We want you to be the model of efficiency this year and know that Broker Connect is the tool to help you achieve just that!

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