What Agents Can’t Say During Medicare Sales Appointments

Serve your clients and stay CMS compliant. That’s your priority as an insurance agent. Here at Ritter, we’re happy to help! Check out this episode for a refresher on what you can’t say during Medicare sales appointments and why. Read the text version

 

🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:

4 Tips for Making a Better Insurance Sales Pitch

Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You

Meet Your Ritter Sales Team

PlanEnroll

The Insurance Agent’s Guide to Generating Referrals FREE eBook Download

What Are the ACA Marketplace Alternatives for Health Insurance?What Are the CMS Medicare Gift Rules?

What to Know About SOAs in Medicare Health and Prescription Drug Sales

 

References:

“2024 Medicare Advantage and Part D Final Rule (CMS-4201-F).” CMS.Gov, Centers for Medicare & Medicaid, www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f. Accessed 10 Nov. 2025.

Wrage, Alexandra. “Bribery Is Bad... for Business.” Forbes, Forbes Magazine, 25 Jan. 2017, www.forbes.com/sites/alexandrawrage/2017/01/25/bribery-is-bad-for-business/.

Freed, Meredith, et al. “Medicare Advantage 2025 Spotlight: A First Look at Plan Offerings.” KFF, 15 Nov. 2024, www.kff.org/medicare/medicare-advantage-2025-spotlight-a-first-look-at-plan-offerings/.

“Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 10 Nov. 2025.

“Subpart V—Medicare Advantage Communication Requirements.” Federal Register, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 10 Nov. 2025.

 

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