In this episode of The Broker Link Podcast, the focus is on the Medicare Advantage Open Enrollment Period (OEP), which runs from January 1 through March 31. Josh Slattery breaks down what OEP means for both beneficiaries and agents, emphasizing that this window allows Medicare Advantage members to make a one-time plan change if their current coverage no longer meets their needs.

The discussion covers key effective dates—and clarifies important marketing and compliance guidelines. While agents cannot actively urge beneficiaries to enroll during OEP, general marketing and education remain permitted.

Josh also highlights the importance of retail presence and community outreach, particularly for members experiencing buyer's remorse after AEP. He provides historical context on OEP, noting its reintroduction in 2019, and clarifies that standalone Part D plans are not included during this period.

This episode equips agents with the knowledge they need to stay compliant, support their clients effectively, and identify meaningful opportunities during OEP.

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