Open Enrollment
The OEP is Jan. 1- March 31 of each year. During this period, beneficiaries can join any Medicare Advantage plans that are accepting new enrollees, or they can switch to another Medicare plan. Find out what your plan of action should be during the OEP.
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Marketing
During the marketing period, which begins on Oct. 1, producers who sell Medicare products are allowed to advertise using any materials that have been approved by CMS. View CMS' marketing guidelines, see examples of CMS-approved material, learn how to generate referral leads, and more.
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Annual Election
The AEP, Nov. 15 - Dec. 31, is the time of year when beneficiaries can opt to join any Medicare plan. Here, you will learn the basics of the AEP, along with a list of the action you should be taking during this critical period of the Medicare sales cycle.
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Initial Coverage Election
The ICEP is different for every senior. Every older American who turns 65 can join any Medicare program in the three months before, the three months after, or during their birth month. Find out why it is so important for seniors to choose a Medicare plan as soon as they turn 65, and learn what you can do to reach seniors all year long.
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Off-Season
During the off-season, agents should be doing everything they can to get ready for the marketing period, including preparing advertising materials and making sure their training is up-to-date. Make sure that you are ready when the Medicare season begins.
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Medicare Primer
There are a variety of Medicare products that agents can offer to their clients. Medicare Part D, Medicare Supplement, and Medicare Advantage programs provide excellent alternatives to original Medicare. For an outline of the different plan types, as well as a brief description of the history of the Medicare program.
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