Note: While you can market during OEP, you CANNOT market OEP itself. See below for more information.
OEP Marketing Reminders
Do market to these beneficiaries
Turning 65 or New to Medicare
Interested in enrolling in a 5-star plan
Dual eligible, LIS, and may have SEP changes
Don't do the following:
Do not send unsolicited communications about MA OEP or making plan changes.
Do not advertise OEP as an opportunity for agents to make more sales.
Do not contact former clients who chose a new plan during AEP.
Do not use MA OEP as an excuse to reach out to clients you didn't see during AEP.
Marketing & Compliance: The Golden Rule
You CAN market during OEP. You CANNOT market OEP itself.
Dropbox Marketing Materials - Editable in Canva
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