Insurance Agent Resource

Medicare

Medicare Advantage / PDP Election Period Guide

This comprehensive booklet is an essential resource for certified insurance agents selling Medicare Advantage and Prescription Drug Plans. It provides detailed guidance on identifying if a Medicare-eligible client qualifies to join a Medicare Advantage Plan, including:

A clear enrollment election timeline.
Criteria and qualifications for election periods.
Specific timeframes and limits for each type of election.
Coding details to ensure accurate enrollment submissions.

With this guide, agents can navigate election periods confidently, ensuring compliance and optimized client enrollment processes.

Guide to Medicare Supplements: 2024 Medigap Policy Resource

This comprehensive booklet is a valuable tool for agents assisting Medicare-eligible clients in understanding their options for supplemental coverage. It offers:

Clear explanations of Medicare Supplement Insurance (Medigap) policies.
Guidance on guaranteed issue rights and open enrollment timeframes.
Details on the benefits and coverage offered by each Medigap plan.
Information on comparing costs and choosing the right policy.

Designed to enhance agents’ knowledge and confidence, this guide helps ensure they can provide exceptional service and support to clients navigating Medicare supplement options.

Understanding Medicare: 2025 Guide for Agents and Clients

This comprehensive booklet serves as an invaluable resource for explaining Medicare and its various options to clients. Designed to empower agents, the guide provides in-depth insights into the complexities of Medicare to better address client needs, including those who are or soon will be eligible for Medicare. It covers:

The different parts of Medicare (A, B, C, D) and what they cover.
A comparison of Original Medicare versus Medicare Advantage Plans.
Detailed explanations of enrollment timelines, rights, and coverage options.
Recent updates, such as prescription drug cost caps and mental health benefits.

This guide equips agents to confidently educate clients, ensuring they make informed decisions about their healthcare coverage.

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