Dan and Mike compare AEP strategy to playing the cards available in a changing market. They emphasize reviewing existing clients individually, understanding coverage changes, and integrating appropriate ancillary products into the sales process. The episode also discusses dual-eligible care coordination and the need for brokers to demonstrate the value of professional external distribution to carriers.
In this episode
- AEP strategy
- Book review
- Ancillary integration
- Dual eligible care
- Broker distribution value
Show notes
In this episode we talk about the game of AEP! We talk about the slow rolling out of information as we prepare to help the beneficiaries!