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The AEP Guide That Builds Trust—With Your Brand Front and Center

During the Annual Enrollment Period, agents have a powerful opportunity to do more than enroll clients—they can lead with value, clarity, and professionalism. The Medicare AEP Check-Up Guide is your personalized tool for having impactful client conversations and building lasting trust.

AEP Check up Guide

Created to guide beneficiaries through one of the most important times of the year, this customizable resource includes clear explanations of AEP, plan change guidance, coverage checklists, and personal worksheets—everything you need to help clients make confident, informed decisions.

Best of all? It can be customized with your logo and contact information, making it a branded asset that strengthens your professional image and keeps you top-of-mind throughout AEP and beyond.

Download the Guide

*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.