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Your Monday Brief

Good afternoon!

This week's Brief includes a helpful AEP tip and resource, an announcement from CMS, and ways to make more money this year!

CMS Lifts Restriction on Using Medicare Card in Generic Marketing

In the past, brokers had to get approval to use the sample Medicare Card on generic marketing materials. CMS recently lifted these restrictions, making it possible for brokers to use the sample card without being reviewed by CMS.

As long as you are not using it for misleading purposes (e.g., representing yourself as a government agent/employee), it is okay to display/use the card, and any materials using the Medicare card do not need to be reviewed by CMS.

Download High Resolution Medicare Card Sample

Make More Money by Help Clients Complete Health Assessments 

Several MA carriers are compensating brokers between $25 and $60 for assisting new members with completing post-enrollment health assessments.

The surveys are brief and help the carriers identify resources that may be beneficial for individual members.

Click here to learn more!

Here's a tip for a more efficient AEP:

Save the phone numbers in your phone for the carriers you're contracted with to make it easier for yourself when you need to call a carrier this AEP.

Download Broker Support Contact Info

Need Virtual Marketing and Selling Support?

Our team is here to support your virtual sales and marketing needs as you prepare for AEP and beyond!

To get help, email technology@myplanadvisors.com.
https://www.facebook.com/planadvisors/
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