Medicare Advantage AEP Webinar: Are You Playing Checkers or Chess? | HealthWorks AI
Medicare Advantage AEP Webinar for Health Plan Leaders

Are you playing
checkers or chess?

Thinking ahead to maximize your business outcomes for this year's AEP 2027.

📅 Monday, August 3, 2026 🕑 1:00 PM CT · 2:00 PM ET 🖥 Live on Microsoft Teams · 60 minutes
Medicare Advantage AEP webinar speakers: Guest Speaker Matt Feret, Peter Rodes and Jim Politte
You've already made your bid. The next five moves decide your margin.
2.7M
Members switching
Expected to switch Medicare Advantage plans this AEP cycle.
2.1M
Lives displaced by exits
Moved by strategic entries and exits from national plans in 2026 AEP alone.
#1
Retention priority
Where clients now rank retention against growth heading into this cycle.

You have submitted your bids. Now comes the part that decides your margin.

What you'll learn

Three things every plan is juggling right now, whether or not they've said it out loud.

Defend

Where your book is exposed

What's already moving in the market, and which counties in your footprint are exposed before you see it in the landscape file.

Grow

Balance new sales, retention and risk

Where enrollment upside is real and where it's a margin trap, and how to weigh the two heading into 10/1.

Protect margin

The decisions that determine your economics

The specific calls, on commissions, Part D, and market position, that decide your margin before AEP even opens.

Before Oct 1

Five moves before the board resets

While you're still reading the landscape file, the plans ahead of you have already made their next move.

MOVE 01

Market Moves

SAR/SAE exits and displacement by carrier, state by state and county by county.

MOVE 02

Where to Win

Market position pre-AEP: where to defend, and where to grow.

MOVE 03

The Commission Lever

Commission timing, non-commissionable flags, and mid-AEP shifts.

MOVE 04

The Part D Play

Deductibles, adherence, and Stars, plus the CY2027 reallocation window, Aug 4–6.

MOVE 05

War-Gaming

Live on the HWAI platform: pick a county, model a benefit change, validate the decision before you commit.

Who's presenting

An operator's view of the market, paired with the analytical frameworks behind it.

Guest speaker
Matt Feret, guest speaker for the Medicare Advantage AEP webinar

Matt Feret

Former Medicare COO, Chief Sales Officer & EVP
Founder, Prepare for Medicare

Over 25 years in Medicare and health plan leadership, including executive roles at Aetna/CVS Health and Blue Cross Blue Shield plans running Medicare operations, sales, and commission strategy.

Peter Rodes, Chief Strategy Officer at HealthWorks AI

Peter Rodes

Chief Strategy Officer, HealthWorks AI

Architect of the analytical frameworks behind HealthWorks AI's competitive intelligence platform, and this AEP's market-movement read.

Jim Politte, Chief Growth Officer at HealthWorks AI

Jim Politte

Chief Growth Officer, HealthWorks AI

Developer of the Where to Win vs. Want to Win framework, walked through live with real market examples.

The 60-Day Window Before Your Medicare Advantage AEP Webinar

Everything between now and October 1 is prep time. Here's what's actually on the clock.

Aug 3, 2026
Live webinar: Are You Playing Checkers or Chess?
Aug 4–6, 2026
CMS Part D reallocation window for CY2027 decisions
Last week of September 2026
CMS Landscape File released, the first hard read on where carriers are actually moving
October 1, 2026
ABP file released; AEP 2027 marketing opens
October 15, 2026
AEP 2027 enrollment opens

Who this is for

Built for the people making the call, not just running the numbers.

VPs of Strategy & Plan Design CFOs & Finance Directors P&L Leaders Actuaries Market Intelligence Leads Distribution & Broker Relations Leadership Growth & Commercial Leaders

Don't get caught unaware on 10/1

The bigs are already planning their next five moves. This Medicare Advantage AEP webinar gives you a real, data-backed read on the market before October 1, not another set of predictions.

Reserve my seat
Monday, August 3, 2026 · 1:00 PM CT / 2:00 PM ET · Live on Microsoft Teams · Seats limited