Quarterly Partner eNewsletterQ1 2021 |
 |
FROM THE TOP
3 Mistakes to Avoid When Prepping Clients for Their Initial Medicare EnrollmentPreparing clients for their initial enrollment into Medicare at age 65 can set them up for financial success. Before you refer them to Medicare BackOffice®, make sure you avoid these three mistakes so that your clients can start their Medicare journey on the right foot. |
Dates To Know |
Jan. 1 – March 31 General Enrollment Period When someone who did not enroll in Medicare Part B during his or her initial enrollment period gets another chance to sign up. But, he or she may have to pay a late enrollment penalty. |
Jan. 1 – March 31 Open Enrollment Period (OEP) for MA or MA-PD When existing Medicare Advantage and/or MA-PD members can switch from one MA plan to another, or disenroll from MA and go back to Original Medicare with the option of adding a stand-alone Part D plan. |
April 1 – Oct. 14 "Lock-in Period" When most Medicare beneficiaries are unable to change their underlying Medicare coverage, unless they have a Special Election Period. |
Oct. 15 – Dec. 7 Open Enrollment Period for Medicare Advantage and Medicare Part D Prescription Drug Coverage Open to anyone in the Medicare program, this is when you can:
|
How Medicare Smart Are You?
Please click to select your answer.   |
In The NewsThinkadvisor.comWhy Financial Advisors Should Take Another Look at Medicare  Thinkadvisor.com 2021 Changes to Medicare Coverage: A Medicare Customer Question  Businessinsider.com What People Forget About Medicare, According to a Financial Planner  |