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Customizable AEP Annual Review Letters - Agent Use

August 25th, 2021

1 min read

By www.psmbrokerage.com Admin

Now’s the Time: Engage Your Clients with Annual Review Letters for AEP

With AEP (Annual Enrollment Period) just around the corner, it’s the perfect time to connect with both current and prospective clients, offering valuable information and encouraging them to review their Medicare options. Our customizable AEP Annual Review Flyers make it easy to provide personalized outreach that speaks directly to clients' needs during this critical period.

Request yours today

Flyer Features:

Our AEP flyers are designed to provide your clients with a comprehensive overview of their options, ensuring they know their choices and feel supported. Each flyer includes:

  • A Clear Reminder of AEP Dates: Reinforce the AEP window (October 15th - December 7th) so clients know when they can make changes to their plans.
  • Overview of What Changes Can Be Made: Inform clients about the types of adjustments possible during AEP, including plan switches, additions, and more.
  • Personalized Call to Action: Invite clients to schedule a meeting to discuss their current plan and explore any new options available for 2025.
  • Customizable Details: Flyers can be personalized with your contact information and logo to strengthen your brand’s presence and make outreach feel more direct.

“Now more than ever, clients want a trusted guide to help them navigate Medicare options. Reaching out during AEP builds that trust and showcases your commitment to their long-term satisfaction.”

Why AEP Outreach Matters

AEP is one of the most significant times for client interaction, presenting the ideal opportunity to reinforce your role as a Medicare expert. Clients look to you for guidance, so proactive communication demonstrates your dedication to helping them secure the best plans.

By sending AEP Annual Review Flyers, you’re making sure they feel supported, informed, and empowered to make the best decisions. Whether it’s discussing new benefits or finding cost-saving alternatives, these communications can drive engagement and strengthen client loyalty.

Request Your Flyers and Additional Details

Ready to leverage these powerful resources? Contact us today to view our flyer options and request customization details. You can also reach out directly at 800-998-7715 to speak with one of our experienced marketers, who can provide tips, discuss ideas, and tailor our resources to maximize your AEP success.

*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.