There are a lot of things you have to do to prepare your practice for the Medicare Annual Enrollment Period. A lot of it is work in the office behind the scenes. But some of it is client preparation. Our older clients by now have a better idea of the schedule, but newer ones need some training. 

Why is preparing clients important for this period? Simply put, if you do not prepare your clients, I can guarantee someone else will. There are too many other agents and brokers selling Medicare products for your clients not to be solicited by them. And even for the ones you don’t expect to leave, the advertising, temptation, and word of mouth among friends and neighbors may be too great for some of them. It does not take a lot of effort to just remind your clients that you are here, you know what’s coming, and you have their back. Most of the time that is all you need to do to retain their business. Here is what we do to prepare our clients.

August:

Because of the special circumstances demanded of us during the annual enrollment period, it takes us months to prepare for what is essentially a 68-day selling season. We are basically a normal health insurance office from January until June, and then beginning in July we start getting ready for October 1, the date we can begin speaking with clients new and old about their health plans for the following year. Here is what our office does:

For many Americans, reaching Medicare eligibility marks a noticeable decrease in healthcare spending. Of course, that doesn’t mean that Medicare is free. For financial advisors helping clients prepare for retirement, understanding and planning for the costs associated with Medicare is critical. While these costs are often lower than those incurred through pre-65 health insurance, they remain significant, especially when viewed over a multi-decade retirement.

Amanda Brewton is a seasoned Medicare expert with over 17 years in the industry. Opening her agency five years ago, she now oversees approximately 500 agents across 40 states and hosts two national conferences designed to empower and educate professionals in her field. Amanda is passionate about advocacy for seniors, ensuring they don't have to choose between essential needs due to Medicare complexities. Her innovative approach involves using themed training to enhance engagement and creating supportive communities for independent insurance agents.