2019 Annual Enrollment – Helpful Reminders

August 27, 2018

The 2019 Annual Enrollment Period (AEP) is from October 15 through December 7, 2018. Below is information that may be helpful to you during the upcoming AEP.

Reminders:

• Be sure you have completed AHIP training and met all of your carrier(s) certification training requirements.
• You may not discuss 2019 benefits with a beneficiary prior to October 1^st.
• Do not submit 2019 enrollment applications until October 15^th.
• Complete a needs analysis prior to any plan discussion.
• Have the consumer initial all types of products on the Scope Of Appointment (SOA) form that may be discussed.
• Remember to ask if anyone else should be present during the appointment (i.e. Legal Representative or Durable POA).
• Follow all carrier guidelines for a complete and compliant sales presentation, using all CMS-approved marketing material. Do not deviate from the approved presentation.
• Be sure the consumer has a clear understanding of how the plan works and answer any questions or concerns that may arise.
• Complete the application in its entirety and review with the client prior to submission. Be sure to leave the consumer with a copy of all presentation materials along with your business card.
• Be sure to submit the application to the carrier within the carrier’s guidelines, including weekends.
• Keep thorough documentation of your meeting, including dates, times, who was present, what was discussed, etc.

As always, we thank you for your support and cooperation. For questions or comments, please email us at Compliance@NSGACommunications.com or you may call the toll-free number listed below.

FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS.

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