PSM Brokerage

A Medicare event should do more than fill seats. It should move prospects toward a decision.

The difference comes down to structure. From how you position the event, to how you guide the conversation, to what happens after people leave.

Agents who get real results from events are intentional about every step, especially the follow-up.

If you are planning to host seminars this season, this is worth tightening up:

Best Practices for Hosting a Medicare Sales or Educational Event There are a lot of things to consider when holding a Medicare event, but don’t let that scare you away from them.

Compliance is becoming more complex, and the cost of getting it wrong is higher than ever.

Many agents still treat it as an afterthought, which leads to unnecessary risk and disruption. The agents who grow consistently build compliance into how they operate every day.

This guide breaks down where issues typically come from and how to stay ahead of them.

AEP Agent Compliance Guide Compliance during AEP is essential for your business's integrity and reputation, as well as for the well-being of Medicare beneficiaries.

A lot of agents walk away from non-commissionable plans because there’s no obvious way to get paid.

That’s a mistake.

When handled correctly, consulting fees allow you to serve those clients and still generate revenue from your expertise. The key is doing it in a way that’s compliant and clearly positioned.

This is where experienced agents separate themselves.

Learn how to approach it the right way:

Consulting Fees on Non-Commissionable Plans: What Insurance Agents Need to Know Learn about consulting fees, compliance rules, and best practices for insurance agents selling non-commissionable Medicare plans to ensure ethical and professional client interactions.

🚨 Episode 6 - "The Great MA Benefit Squeeze" is out. Don't miss this one!
🎧 Listen here: https://www.buzzsprout.com/2603798/episodes/18917809

Medicare Advantage for 2026 is shaping up to be a much tougher market for agents who rely on passive renewals and simple $0 premium positioning.

The bigger opportunity belongs to agents who can explain change clearly. Benefit reductions, member displacement, higher drug cost exposure, and tighter plan design all point to the same conclusion: clients will need active review, real gap analysis, and stronger guidance than they have in the past.

Agents who can lead those conversations will be the ones clients trust most when the market gets more volatile.

🎧 Listen here: https://www.buzzsprout.com/2603798/episodes/18917809