Learning Center

Planning for Change: What Medicare's Annual Enrollment Period Means for Your Clients

4.08 (12 votes)

  • Registration Closed

Medicare's Annual Enrollment Period, or AEP, comes once a year, and clients may turn to their financial planners with questions. The Medicare plan they choose can have a long-term financial impact. While planners don't need to be experts, understanding the changes that can be made during AEP and how to identify situations that might prompt a client to explore other Medicare plan options can be vital in helping clients meet their financial goals.

  • Understand what the Annual Enrollment Period is and why it is important for their clients
  • Know what changes to look for in an Annual Notice of Change and identify how those changes might impact their client's finances
  • Identify situations that might prompt their client to explore other Medicare plan options in order to meet their financial goals

Hugo Sanchez

Market Sales Manager

United Healthcare

Hugo Sanchez III is driven by his passion for partnering with professionals, with nearly a decade of experience in the industry he has been able to assist them in navigating their clients through the complexities of the Medicare industry. Being a caregiver for his grandmother himself, he experienced firsthand how important the guidance we provide for these consumers is. Assisting in the inception of the Business Development Team with UHC has been the most fulfilling challenge in his career. As a Market Sales Manager in Corpus Christi Texas, he has been pivotal in agents growing their business with United Healthcare.

image

Key:

Complete
Failed
Available
Locked
Planning for Change: What Medicare’s Annual Enrollment Period Means for Your Clients
09/15/2021 at 12:00 PM (MDT)   |  60 minutes
09/15/2021 at 12:00 PM (MDT)   |  60 minutes Medicare's Annual Enrollment Period, or AEP, comes once a year, and clients may turn to their financial planners with questions. The Medicare plan they choose can have a long-term financial impact. While planners don't need to be experts, understanding the changes that can be made during AEP and how to identify situations that might prompt a client to explore other Medicare plan options can be vital in helping clients meet their financial goals.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available