Navigating OEP & Your 2026 Business Plan

In this training, Chris and Nicole cover what agents can and cannot do during the Medicare Advantage Open Enrollment Period (OEP), including eligibility rules, allowed plan changes, and compliant marketing practices. They also explain how to help clients who are not OEP-eligible by identifying Special Enrollment Periods (SEPs), Chronic Condition SNP opportunities, and Medicare Supplement strategies. The session wraps with guidance on building a 2026 business plan, setting SMART goals, and focusing on revenue-producing activities for year-round growth.