Roadmap
to AEP

AEP 2025 is going to provide a unique opportunity for agents who are ready and prepared to take advantage of a changing regulatory landscape.

Sarah Korsch

Director of Training & Education

Trusted by brands

One Step at a Time

To help you get ready for AEP, we have created a Roadmap to AEP. It’s designed to provide month-by-month suggestions to follow so that you’re able to give your clients the information they need to make decisions about their health care insurance; and maintain your professional and personal calendar.

AEP 2025

AEP is going to provide a unique opportunity for agents who are ready and prepared to take advantage of a changing regulatory landscape

IRA

The IRA has placed a $2000 maximum out of pocket on Prescription Drug costs for clients

2025 CMS Final Rule

With the 2025 CMS Final Rule and continuing roll-outs of the Inflation Reduction Act, CMS is making efforts to level the playing field by eliminating steering incentives that create an anti-competitive environment

Opportunities

New opportunities always arise with change – take advantage of them!

CMS

CMS has redefined compensation to set a clear fixed amount, prohibits volume-based enrollments

Medicare Advantage

Medicare Advantage plans aren’t going anywhere and neither are you!

Sit back and watch

Monthly Checklist

June 2024

July 2024

August 2024

September 2024

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