News
News
CMS | Disaster Changes Notice
MEDICARE ENROLLMENT & APPEALS GROUP March 20, 2025All Medicare Advantage Organizations and Prescription Drug Plans Withdrawal of Memo Announcing Change to Beneficiary Use of the SEP for Individuals Affected by a Government Entity-Declared Disaster or Other Emergency This memo announces a withdrawal of the December 3, 2024, HPMS memo entitled “Change to Beneficiary Use of […]
North American | New California Permanent Life Insurance Training Requirement
Beginning January 1, 2025, California Senate Bill 263 (SB 263) requires that resident and nonresident life agents must complete a one-time, four (4) hour training course before soliciting individual consumers to sell non-term life insurance in California. Licensees who became licensed in 2024 and after are required to take the new one-time training. The training […]
Care Partners | Important Update: Discontinuation of HRA Payment Program Effective February 1, 2025
Thank you for your hard work and dedication throughout the 2025 Annual Enrollment Period (AEP). Your contributions were essential in our combined efforts to grow our respective businesses. As you know, we continued to honor compensation for completing Health Risk Assessment (HRA) forms throughout 2024. We believe in and understand the value of the broker […]
Cigna | Stay compliant during OEP
OEP do’s and don’ts Tips and reminders to ensure you stay compliant during OEP. The annual open enrollment period (OEP) for Medicare Advantage (MA) has officially started. OEP takes place from January 1 through March 31. During this time, individuals enrolled in an MA plan can make a one-time election to switch to another MA […]
Sentinel Security Life | Update on Utah Order
You may have seen the Emergency Order issued by Utah’s Department of Insurance on 12/2/24, and I wanted to offer additional clarity on the situation. First and foremost, it’s important to note that we remain active in the market despite erroneous media reports suggesting we are prohibited from writing new business. Our day-to-day operations have […]
CMS | Changes Medicare Disaster/Emergency SEP Process to no longer allow direct enrollments by agents.
Change to Beneficiary Use of the SEP for Individuals Affected by a Government Entity-Declared Disaster or Other Emergency This memo announces a change to how beneficiaries can make an election using the Special Election Period for Individuals Affected by a Government Entity-Declared Disaster or Other Emergency (Disaster/Emergency SEP). Beginning on April 1, 2025, individuals wishing […]
Attention Important Information | End of AEP Guidance & Deadlines
We will process applications received through December 7th until 6:00 PM EST If you cannot get the enrollments to Pinnacle Financial Services by 6:00 PM EST, please send them directly to the carriers. Remember – Electronic enrollment platforms will be available.
