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Learn how captive and LOA Medicare agents can become independent brokers, own their book of business, build renewal income, and also create long-term business value.

Prepare for AHIP 2027 with free Medicare certification resources, study guides, compliance tips, FWA training summaries, and certification checklists from TBGA.

If you've been wanting to add to your current line of business because your clients have been asking about Medicare, considering changing your FMO, or moving from a captive agent to an independent broker, the time to change is now. Don't let another year pass you by without understanding that when you start matters.

For Medicare agents, the time between the Open Enrollment Period (OEP) and the Annual Enrollment Period (AEP) can feel like a lull. The hustle of enrollment season slows down, and with that, so does the motivation. But in reality, this "off-season" is one of the most critical stretches of the year for building business, sharpening skills, and positioning yourself for a record-breaking AEP. Not to mention building a pipeline year-round to keep you busy.

For Medicare agents, success starts with preparations, and that includes staying current on annual certifications. Every year, AHIP (America's Health Insurance Plans) and carrier-specific recertifications are required to legally and compliantly sell Medicare Advantage and Part D Plans. While this can seem like a daunting task, having a plan and the proper support from your agency makes it manageable.