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September 26th, 2025
1 min read
Special Needs Plans (SNPs) are one of the fastest-growing opportunities in Medicare — but success requires the right knowledge, tools, and compliance awareness.
If you’re looking to expand your book of business, build stronger client relationships, and serve an underserved market, the SNP Toolkit was created with you in mind.
Special Needs Plans are designed for individuals with specific health conditions, financial needs, or who qualify for both Medicare and Medicaid (Dual Eligibles).
This makes them an attractive opportunity for agents because:
Growing demand: Enrollment in SNPs has been increasing year after year.
High-impact support: These plans provide critical coverage for people who truly need personalized care.
Strong retention potential: Clients who find the right SNP tend to stay loyal because the plans meet very specific needs.
We put together this resource to help you sell confidently and compliantly. Inside, you’ll find:
Do’s and Don’ts of Compliance – Practical tips to stay aligned with CMS rules while building trust with clients.
Enrollment Periods for SNP Plans – A clear breakdown of AEP, IEP, and SEPs available to SNP-eligible clients.
Strategies to Grow Your SNP Sales – Best practices to reach your target audience and maximize your opportunities.
These guides are designed to be quick-hitting, easy to reference, and actionable in the field.
With the SNP Toolkit, you’ll be able to:
Approach prospects with confidence knowing you understand the compliance guardrails.
Identify when clients are eligible to enroll, so you never miss an opportunity.
Use proven strategies to position yourself as a trusted advisor in this niche market.
Special Needs Plans aren’t just another product — they’re an opportunity to serve clients who need you the most while growing your business in a meaningful way.
👉 Download the SNP Toolkit and start turning these opportunities into lasting success.
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*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.