Skip to main content

2025 Annual Enrollment Period (AEP) resources at your fingertips

Plan for a Successful AEP
Open Search
Schedule a Call
Search for topics or resources
Enter your search below and hit enter or click the search icon.
Close Search
Our Platform
Our Approach
Our Solutions
Our Solutions
Products
Products
Products
Medicare Solutions
ACA Health Plans
Life Insurance
Annuities
Ancillary
Platforms
Platforms
Platforms
Compliant Leads
Enrollment Platforms
CRM Solutions
Marketing Automation
Referral Management
Education
Education
Education
Learning Center
Certifications
Compliance
AHIP
Blog
Marketing
Marketing
Marketing
Marketing Hub
Connect
Connect
Our Company
Contact
Job Opportunities
Agent Survey
Schedule a Call

Learning Center / Medicare, ACA, and Life Insurance News / upline change

upline change
Medicare, ACA, and Life Insurance News

Medicare Sales | Customer Service | Insurance Agents | upline change

How To Make An Upline Change

November 2nd, 2023|2 min read

1

*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.