Senior Marketing Specialists University

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2025 AEP & Industry Updates 

Agency & Staff Training

  • Medicare Quick Start – Recorded July 2024
    • Day 1 – Medicare 101
    • Day 2 – Medicare Products
    • Day 3 – Marketing Ideas to Get You Started
    • Day 4 – The 8-Step Selling Process
    • Day 5 – Retention/Review/Next Steps

Appointment Preparation & Resources

Technology

With a 70% or more shopping rate expected for clients this AEP, it’s more important than ever to leverage technology to help you save time and increase the speed and accuracy of your business operations. 

Events 

AEP Basics

AEP, or the Annual Enrollment Period, is one of the key times for senior market insurance agents. This year, the time period is from:

October 15th – December 7th

NOTE: Plans are released October 1st to the public, however, enrollment does not take place until October 15th.

This is when Medicare beneficiaries can make changes to their Part C (Medicare Advantage) or Part D (prescription drug) plans. Changes will take effect January 1st. Beneficiaries will be locked in their plan until the next AEP or until they have a qualifying event that allows them a Special Election Period (SEP).

Your clients need to hear from you regardless if they are staying with their current plan or changing. Carriers spend millions of dollars each year marketing in AEP. If your clients are not hearing from you, they will be bombarded with these ads from TV, radio, internet, mail, etc. and may choose to call the carrier directly if they have not heard from you!

Need More Resources?

Find all the resources you need to have an efficient and compliant AEP! We will be loading 2025 product information and resources to our AEP TOOLKIT as they come in.

Note: You must be logged into the Senior Marketing Specialists website for access to these resources.

THIS AEP IS GOING TO BE DIFFERENT

Download our 2025 Ultimate AEP Tactical Guide Now