What must agents do regarding marketing prior to AEP?

Starting marketing efforts on October 1st prior to the Annual Enrollment Period (AEP) is crucial for agents as it aligns with the guidelines established by Medicare. This specific date allows agents to prepare their marketing strategies and materials in a way that ensures compliance with regulatory standards, while also providing time to inform prospective clients about their options effectively.

Beginning marketing before October 1st can lead to compliance issues, as rules set by the Centers for Medicare & Medicaid Services (CMS) prohibit marketing activities aimed at beneficiaries before this date. The intent of these regulations is to create a fair marketing environment and to protect beneficiaries from premature solicitations about their plan choices.

Understanding this timeline is essential for agents to ensure they engage potential clients appropriately and legally, thereby establishing the trust and integrity that are critical in the healthcare industry.