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Disenrolling from Medicare Advantage requires only a phone call, but switching back to traditional Medicare with a Medigap supplement can trigger medical underwriting outside guaranteed-issue windows, meaning sicker members can be denied or repriced. That friction functions as a structural retention moat for Medicare Advantage insurers such as UnitedHealth, Humana and CVS/Aetna, supporting membership persistence and limiting adverse-selection outflows even as benefit designs tighten and plan exits accelerate. The variable to watch is any state or federal move to extend guaranteed-issue Medigap rights, which would raise MA churn risk and pressure managed-care margins and multiples.
As a Market signal, watch whether it changes price action, volatility, or flows around UNH, HUM, CVS.
Original Source: Yahoo Finance
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