Agent Willis has several clients who disenrolled from the plans he represents during AEP to try new Medicare Advantage plans. Ag

Answer: Agent Willis should wait until October to provide information about the plans he represents.

Explanation:

Agent Willis must hold off until October, when the new enrollment period begins, before contacting these clients. Reaching out earlier is prohibited. Once open enrollment starts, he may send plan details and inform his former clients about the best options he offers, assisting them with reinstating Medicare Advantage coverage. Communication can then occur face-to-face, by phone, or through mail.

Willis agents must wait until October, the period when Medicare Advantage enrollment begins, to provide the finalized plan to their clients.

Before the registration period starts, Willis agents can inform clients unfamiliar with their plans by using digital tools and follow up with phone or face-to-face conversations.

Additional Information

The Fall Open Enrollment Period allows beneficiaries to alter their Medicare selections and occurs annually from October 15 to December 7, with any new plan effective January 1.

Within this timeframe, you may:

• Modify health coverage options
• Add, drop, or change your Medicare prescription drug plan

You are permitted to make multiple adjustments during this period, with the most recent choice taking effect January 1. To prevent enrollment complications, limiting changes is recommended.

Medicare Advantage Open Enrollment Period (MA OEP) runs from January 1 through March 31 each year, enabling you to switch from one Medicare Advantage Plan (excluding Medical Savings Accounts, cost plans, and PACE) to another Medicare Advantage Plan or to Original Medicare with or without a separate Part D drug plan. Changes made here take effect the first day of the following month after enrollment. Note that only one change can be made during this period, differing from the Fall Open Enrollment.