Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow Do's and Don'ts of Medicare Compliance
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Resources:
FAQs About the Medicare Call Recording Requirements
FAQs & Guidelines on Compliant Medicare Marketing Materials
Guidelines for Sharing Personal Beneficiary Data with Other TPMOs
How to Stay Compliant During All Medicare Sales
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You
What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales
Rules for Hosting a Compliant Medicare Educational Event
What Agents Can't Say During Medicare Sales Appointments
What CMS Requires Agents to Discuss Prior to Medicare Enrollments
What Not to Say During Medicare Educational and Sales Events
Where It All Begins: Obtaining Permission to Contact for Medicare Sales
References:
“Medicare Advantage Communication Requirements.” Federal Register, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 19 Nov. 2025.
“Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 19 Nov. 2025.
“Part D Communication Requirements.” Federal Register, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V. Accessed 19 Nov. 2025.
“Federal Register.” Federal Register, https://www.federalregister.gov/. Accessed 19 Nov. 2025.
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