News
News
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.
Protective | Website News – Protective Custom Choice℠ UL
Update on Protective Custom Choice sm UL discontinuation Meet short-term coverage needs without interruption Effective Dec. 31, 2024, new sales of Protective Custom Choice UL will be discontinued. We’ve updated the transition rules and encourage you to take two simple steps to make this a seamless transition: Review the updated transition rules for Protective Custom Choice UL […]
Americo Compliance | Missouri Annuity Suitability Training Guidance
The Missouri Department of Commerce and Insurance issued a bulletin that provides further guidance on the training requirements for producers selling annuity products. It highlights specific provisions to clarify key aspects of the new producer training regulations. Training Requirements: Producers selling, soliciting, or negotiating annuities in Missouri must comply with the new annuity training requirements […]
