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Episode 23: Medicare broker deep dive - interview with Matt Gibson from 90 Days From Retirement

Mastering Medicare

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Medicare Broker Communication and Plan Switching

The chapter explores the ongoing communication practices of a Medicare broker with members post-enrollment, focusing on informing clients about plan changes and guiding them through potential plan switches. It delves into the reasons behind members switching between Medicare Advantage plans, transitioning between different Medicare plans, and the process of moving from an Advantage plan to a supplement plan, highlighting enrollment periods and health underwriting requirements. Additionally, it covers the marketing strategies of brokers in the Medicare supplement industry, emphasizing that working with a reputable agent does not impact the premiums paid by consumers.

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