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Why fewer seniors are expected to enroll in Medicare Advantage next year — and opt for original Medicare instead

1. Medicare Advantage enrollment may drop to 34 million by 2026. 2. Projected market share declines from 50% to 48% for Medicare Advantage. 3. CMS believes enrollment will be stable despite projections of decline. 4. Rising healthcare costs may influence beneficiaries' choices away from Medicare Advantage. 5. Long-term trends suggest continued growth in Medicare Advantage market share.

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FAQ

Why Neutral?

While enrollment may stabilize, overall growth remains uncertain. Historical trends show Medicare-related stocks have fluctuated with policy changes, leading to mixed impacts.

How important is it?

Changes in Medicare Advantage impact large insurers linked to SPY. Investors await clarity on how industry dynamics may shift due to cost and policy pressures.

Why Long Term?

Projections suggest market adjustments will take time. Any policy changes and beneficiaries’ decision-making can affect stock prices over several years.

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