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.
My Client Qualified for Medicaid…But What if They Lose It Later?
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.
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:
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:
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.
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.
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!
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)?”
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 Medicare.gov. 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!
