Why the 2026 AEP
Will Be More Disruptive Than Ever

With shifting plan benefits, carrier exits, CMS marketing crackdowns, and more informed (and overwhelmed) consumers, the 2026 AEP will demand more clarity, speed, and strategy than ever before. Agents will face increased competition, tighter timelines, and a growing number of clients impacted by inflation, drug pricing reforms, and digital expectations.

Success this year won’t just be about showing up — it will require proactive planning, bulletproof systems, and resilient mindsets. Let’s get you ready.
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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!

Navigating the Changing Medicare Landscape

Join LeClair as they host a webinar on “Navigating the Changing Medicare Landscape” where we show agents a brief history of how and why we arrived at the most disruptive AEP in recent history, how long we expect the disruption to last, and steps agents can take now to achieve success through challenging times.

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Monthly Checklist

July

Set the Foundation : Certification, Contracting & Strategy

August

Get Visible and Get Compliant – Marketing, Compliance  & Lead Gen

September

Warm-Up Season

October - December

AEP Is Here

Resources:

Now Streaming

CE courses crafted to help you drive results this enrollment season

  • Practical, actionable content — built for agents like you
  • Check your CE transcript to ensure you’re on track before year-end
  • 3 Free CE sessions

Brandfolder
LeClair’s Agency Marketing Platform

This online resource is full of ready-made, CMS compliant materials that you can customize and use for your marketing needs. Our Agent Marketing Platform will be regularly updated to keep up with compliance requirements and provide you with fresh, polished marketing materials.