In this episode of The Broker Link, Gillan Boyer and Josh Slattery unpack the proposed CMS 2027 rule and what it could mean for agents, consumers, and the future of the insurance industry.

The discussion highlights a clear shift toward deregulation, with several proposed changes aimed at reducing administrative burden while increasing flexibility for both agents and consumers. Key topics include updates to Special Enrollment Period (SEP) rules, allowing plan changes when providers leave a network, and the removal of the 12-hour delay between educational and marketing events.

Gillan and Josh also break down proposals to shorten record retention requirements for call recordings, simplify TPMO disclaimers, and eliminate certain low-value compliance requirements. The conversation explores how these changes could give agents more time to focus on what evidence shows matters most — educating and serving clients.

Additionally, the episode covers proposed updates to the Stars program and discusses the long-term impact of making IRA changes permanent, particularly regarding Part D cost structures.

Overall, the proposed 2027 rule signals a meaningful shift in CMS's approach — one that industry professionals are cautiously optimistic about as it moves toward a more practical, agent-friendly regulatory environment.

Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com.

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