Training material only. Not marketing material and not for consumer distribution. Scripts are starting points to adapt to your carrier, state, and current CMS rules — not verbatim consumer-facing copy. Not legal, compliance, or enrollment advice. Always defer to current CMS guidance, your FMO's compliance team, and your carrier certifications. See disclaimers.
Email — AEP review invitation
One subject line, one ask, two date options.
Choice architecture. Two specific times convert better than 'when works for you?'
October 1 – November 15. Permissioned existing clients.
Touch 3 of the 7-touch AEP sequence (day 5).
Subject: Your {{plan_year}} Medicare check-in — 20 minutes
Hi {{client_first}},
It's that time of year. {{plan_year}} Medicare plan details are out, and I want to make sure yours is still the right fit for you — same as we did last year.
Two options on my calendar that might work:
• Tuesday at 10:00 AM
• Thursday at 2:30 PM
If neither works, just reply with a day and time and I'll make it happen. The call takes about 20 minutes. If your current plan is still best, that's what I'll tell you.
Talk soon,
{{agent_name}}
{{agency}}Placeholders to replace
{{client_first}}— Client's first name{{agent_name}}— Your full name{{agency}}— Your agency or DBA{{plan_year}}— Current plan year (e.g. 2026)
- Required disclaimer when not representing all plans in the area: 'We do not offer every plan available in your area. Currently we represent [#] organizations which offer [#] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local SHIP to get information on all of your options.'
Inspiration & starting point only. Verify against your carrier, state, and current CMS rules before use. See our disclaimers.
Sources
Reviewed Jul 15, 2026 · GoAEP editorial- 42 CFR §422.2267
Required materials and disclaimers, including the multi-plan disclaimer language.
- CMS Medicare Communications & Marketing Guidelines
Master CMS guide for MA and Part D communications and marketing.
- 42 CFR §422.2260 – §422.2274
MA marketing standards (Subpart V).
Not marketing material. Not for consumer distribution. CMS rules evolve — verify against current guidance before use.
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