Compliance

Rules for Hosting a Compliant Medicare Educational Event

Oct 15, 2020

While events are often a great way to generate leads, holding Medicare educational events during the COVID pandemic is a legal and ethical grey area. What is allowed at seminars for the 2021 AEP?  Read More

Compliance

Rules for Hosting a Compliant Medicare Sales Event

Oct 14, 2020

Are you considering holding a marketing event to get the attention of more Medicare clients? You’ll need to follow CMS’ rules for hosting sales events. Check out our streamlined version of the 2020 Medicare Communications and …  Read More

Compliance

Do's and Don'ts of Medicare Compliance

Oct 9, 2020

Life as an agent before Medicare’s Annual Enrollment Period is a flurry of contracting and certifying. But there’s another C that’s even more important: Compliance. It’s not just something to consider during the busy season.  Read More

Compliance

What is AHIP and Why Do You Need It?

Jun 4, 2020

You have your leads in hand and your contracts signed, so you’re ready to sell, right? Well… almost. Did you complete your AHIP certification yet? Remember, the government administers Medicare Advantage plans — and that means …  Read More

Compliance

What Agents Can't Say During Medicare Sales Appointments

Mar 18, 2020

The Centers for Medicare & Medicaid Services have some strict rules on what agents can and cannot say during Medicare sales appointments, but pulling them out of the dense Medicare Communications and Marketing Guidelines …  Read More

Compliance

Are Your Medicare Marketing Materials Compliant?

Jan 8, 2019

Insurance companies and agents are tasked with remaining compliant with the Centers for Medicare & Medicaid Services while marketing their services. It makes sense on the surface, but the details may need some clarifying.  Read More

Compliance

What’s New in the 2019 Medicare Communications and Marketing Guidelines?

Aug 2, 2018

Looking for info on the newest Medicare Communications and Marketing Guidelines? Check out our post, What’s New in the 2020 Medicare Communications and Marketing Guidelines? The 2019 Medicare Communications and Marketing …  Read More

Compliance

What to Know About SOAs in Senior Market Sales

May 1, 2018

For those new to senior market sales, Scopes of Appointment (SOAs) can be a foreign idea. But the basics of SOAs, and how they’ve changed since 2018, play a major role in the industry.  Read More

Compliance

Exciting Changes to the 48-Hour Scope of Appointment Rule

Sep 29, 2017

The 2018 Medicare Marketing Guidelines turned heads by removing the 48-hour Scope of Appointment requirement. Many agents are asking what this means in terms of compliance. Let’s review what changed and what you’re still …  Read More

Compliance

Changes to 2018 Medicare Marketing Guidelines

Aug 4, 2017

CMS published their 2018 Medicare Marketing Guidelines a couple weeks back. The document is 124 pages long, so there’s a lot to digest and not 100 percent of the material is totally relevant to agents, so I like to talk about …  Read More

Compliance

What Are Agents Responsible for Under HIPAA?

Jun 28, 2017

You’ve probably signed an acknowledgment of HIPAA Privacy Practices dozens of times at doctor’s offices and hospitals. Did you know, as a health insurance agent, you’re held responsible for safeguarding this information for your …  Read More

Compliance

The Fate of the Fiduciary Rule

Feb 10, 2017

Brokerage firms and financial professionals working in the retirement industry have been preparing for the implementation of the fiduciary rule for more than a year. Now, it may not happen.  Read More