The Broker Link

The Brokerage Inc.

The Broker Link empowers insurance agents to sell more, earn more and stay independent. Hosted by The Brokerage Inc.

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The Broker Link

Episodes (100)

Sep 29th AEP 2027: New Rules, Updates & What Agents Need to Know
Sep 22nd The Brokerage Inc. + Aflac: More Solutions. More Opportunities.
Sep 15th Verified & Trusted: Building Your Digital Identity in the Age of AI

The Broker Link

Sep 29, 2026
20 minutes
28 MB

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 and the October 1 deadline for...

The Broker Link

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

The Brokerage Inc.

00:00 -20:02