1.7 Understanding Election Periods | The Medicare Library

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1.7 Understanding Election Periods

Paul covers the acronyms for election periods for Medicare Advantage and Medicare Part D drug plans including AEP, OEP, IEP, ICEP, SEP, and ADP. Not all of your clients will have the same needs, so it’s important for Medicare advisors to understand the election periods and what they mean for your clients.

1. Introduction to Medicare

1.1 The Opportunity

1.2 What is Medicare?

1.3 Medicare Overview (ABCD's & Eligibility)

1.4 ABCD Visual Detail

1.5 Medicare Insurance Option Visual

1.6 Understanding Medicare Language & Acronyms

1.7 Understanding Election Periods

Explore the Academy

Explore the Academy:

1.1 The Opportunity
1.2 What is Medicare?
1.3 Medicare Overview (ABCD's & Eligibility)
1.4 ABCD Visual Detail
1.5 Medicare Insurance Option Visual
1.6 Understanding Medicare Language & Acronyms
1.7 Understanding Election Periods

2.1 Medicare Supplement/Medigap Introduction
2.2 Medicare Supplement - An In Depth Look
2.3 Types of Medicare Supplement Plans
2.4 Additional Medicare Supplement Tools and Information

3.1 Prescription Drug Plan Introduction and Phases
3.2 Prescription Drug Plans - Additional Info and Sales Materials
3.3 Medicare Advantage
3.4 Special Needs Plan

4.1 Medicare Advantage Plan Materials Review
4.2 How Doctors Work with Medicare Plans
4.3 Medicare and Product Advantages and Limitations
4.4 WAP Resources
4.5 Additional Tools and Resources on Flash Drive
4.6 www.Medicare.gov PDP & MAPD Comparison Instructions
4.7 Additional Tools and Resources
4.9 Additional Programs & Information

5.1 Introduction Day 2 Training
5.2 Review of Day 1 Covered Material
5.3 Compliance Review for MAPD & PDP

6.1 Introduction
6.2 Direct Mail
6.3 Internet Leads
6.4 WesternAssetProtection.com Website
6.5 Lead Lists
6.6 Misc. Advertising
6.7 Does WAP Co-Op Marketing Print Flyers?

7.1 Introduction
7.2 Building Relationships and Referrals
7.3 Creating Your Own Marketing / Prospecting System
7.4 Best Marketing Ideas in 2018
7.5 How to Grow Your Business
7.6 Setting Goals & Specific Outcomes
7.7 Locking in Your Marketing / Prospecting Plan - Next Steps
7.8 Setting Up and Managing Your Business
7.9 Thank You - Closing