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AEP 2027: New Rules, Updates & What Agents Need to Know
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…
The skinny
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