IRA Playbook
Prepare to guide your clients through the 2025 Medicare plans, including critical updates from the Inflation Reduction Act (IRA). With major changes like carrier exits, compensation adjustments, and the IRA’s impact on Part D, this AEP is set to be transformative. Stay ahead with our comprehensive IRA Playbook—your go-to resource for navigating these changes and ensuring you’re fully prepared for the season.The IRA – Part D Changes in 2025 Reference Guide
This guide features live links to government resources and provides all the essential information you need to understand the Inflation Reduction Act and the Medicare Prescription Payment Plan (M3P). It also includes real-world examples of how the M3P could impact a beneficiary’s monthly prescription costs.
Medicare Prescription Payment Plan Evaluation Form
An optional “Best Practice” resource to help you assess whether your clients would benefit from opting into the M3P. While it’s not required for compliance, the evaluation form can offer additional protection and documentation, showing that you’ve reviewed M3P with your clients.
Medicare Prescription Payment Plan Opt-In Acknowledgements
A comprehensive checklist of considerations every beneficiary should review before deciding to opt into the M3P. This form is an excellent way to ensure both you and your clients are protected from potential complaints.
How to Use The Forms
- As a reference during a recorded sales presentation
- In-person, with physical signatures
- Digital signatures via DocuSign, Adobe, etc.
- Emailed and acknowledged by the client
These are optional resources designed to help you protect your business by maintaining thorough documentation. With the anticipated rise in CTMs (CMS Complaints Tracking Module) and other complaints in 2025 due to the M3P, these tools can help safeguard your efforts.
2025 Medicare 101
This educational guide covers everything you need to explain the 2025 Medicare changes to your clients. It’s also a fantastic resource for new agents to get a solid foundation in Medicare basics.
2025 Part D Changes 101
This is a comprehensive guide to quickly educate Medicare beneficiaries on the 2025 Part D Changes brought on by the Inflation Reduction Act.
CMS Medicare Prescription Payment Plan Model Documents
This is a zipfile download directly from the OMB of the Medicare Prescription Payment Plan Model Documents that beneficiaries may receive.
It contains:
- Exhibit 1 – Likely to Benefit Notice
- Exhibit 1.2 Likely to Benefit Notice (Spanish)
- Exhibit 1.3 Likely to Benefit Instructions
- Exhibit 2 Election Request
- Exhibit 3 Notice of Election Approval
- Exhibit 4 Notice of Failure to Pay
- Exhibit 5 Notice of Involuntary Termination
- Exhibit 6 Notice of Voluntary Termination
Recorded Webinars
Missed our live sessions? You can still watch recorded webinars covering the 2025 IRA Part D Changes and the Medicare Prescription Payment Plan (M3P “Smoothing”). View them anytime, at your convenience.
In the Know with Sam
Join Samantha George every Tuesday and Thursday at 10 AM and 3 PM Eastern throughout AEP for live Q&A sessions. Whether you have questions about the IRA, M3P, DSNP Election Period, Med Supp GI, or any other AEP changes, she’s here to help.
