The Medicare Open Enrollment period (OEP) occurs each year between January 1st and March 31st. A client must be on a Medicare Advantage plan to take advantage of the OEP opportunity. If your client is currently on a Medicare Advantage plan, they can either make a one-time switch to; a different Medicare Advantage Plan or go back to Original Medicare and enroll in a stand-alone Prescription Drug Plan. The new plan would be effective the first of the month following submission of the enrollment.
Medicare OEP “Do’s and Dont’s”?
CMS has specific marketing guidelines that must be followed during OEP. Agents may not knowingly target or send unsolicited marketing materials to any MA or Part D for the purpose of using their OEP option to change plans. “Knowingly” take into account the intended recipient as well as the content of the message.
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Medicare OEP Training
We hold webinars multiples times throughout the week covering a variety of topics, including Medicare OEP and other marketing opportunities. Be sure to always check the Enrollment Period Guide if you have questions on eligibility. Reach out to our support team for training calendars from each carrier in your area.
1 (800) 772-6881 x7731 | sales@pfsinsurance.com
Jeff Palo
Senior Sales Director - Health
Contact a Pinnacle Representative if you have any questions.
1 (800) 772-6881
support@pfsinsurance.com
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