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The Broker LinkAuthor: The Brokerage Inc.
The Broker Link empowers insurance agents to sell more, earn more and stay independent. Hosted by The Brokerage Inc. Language: en Genres: Business, Careers, Entrepreneurship Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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AEP 2027: New Rules, Updates & What Agents Need to Know
Tuesday, 29 September, 2026
On this episode of The Broker Link, host David Ireland sits down with The Brokerage Inc.'s Compliance Director, Diana McElroy, for an important AEP compliance update. Diana breaks down several key rule changes and reminders for agents, including the elimination of the 48-hour waiting period for collecting a Scope of Appointment for 2027 plans, while clarifying that the requirement still applies to 2026 plans. They also discuss updated guidelines for educational and sales events, including how to schedule the two types of events back-to-back. The conversation also covers the TPMO disclaimer and the October 1 deadline for updating the required disclaimer language, along with common compliance complaints involving incorrect benefit explanations and provider network issues. Diana also explains the requirements surrounding SSBCI benefits for chronically ill individuals, including the need to verify that consumers meet the necessary health qualifications before benefits are available. David and Diana discuss tighter Special Enrollment Period requirements and why agents must confirm consumers meet the appropriate criteria before completing an enrollment. With AEP approaching, this episode provides agents with important compliance reminders and practical guidance to help them stay informed and prepared. Learn more about partnering with The Brokerage Inc. by visiting our website, www.thebrokerageinc.com. Remember to like, share, and subscribe to our show! New episodes are available every Tuesday. Join our Community! LinkedIn: https://www.linkedin.com/company/the-brokerage-inc-/ Facebook: https://www.facebook.com/thebrokerageinc/ Instagram: https://www.instagram.com/thebrokerageinc/ YouTube: https://www.youtube.com/@TheBrokerageIncTexas Website: https://thebrokerageinc.com/
