
AEP Pop-Up Tent
We Have the Resources You Need
2025 AEP & Industry Updates
- Part D Smoothing Provision
- The Future of Medicare Supplements
- Why is AEP Different in 2025?
- 2025 AEP Disruptions: Updates to the Inflation Reduction Act
- Major Industry Changes (Medicare Cafe)
- Trends and Compliance (Medicare Industry Insider Podcast)
- The Impact of The Inflation Reduction Act (Medicare Industry Insider Podcast)
- Prescription Drug Plans in 2025
- “New” Part D (Medicare Cafe)
- Ask Me Anything: AEP Edition
Agency & Staff Training
- AEP Operations Training:
Appointment Preparation & Resources
- Prepping Your clients Part 1 (Medicare Cafe)
- Prepping Your Clients Part 2 (Medicare Cafe)
- Prepping Your Networking Clients (Medicare Cafe)
- The 2024 Client Experience (Medicare Industry Insider Podcast)
- AEP Mock Appointment – Find on the Ride Alongs page under the Sales Training tab!
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.
- Integrity Suite of Technology
- The Warning Label of Tech (Medicare Cafe)
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
