Compliance

Cybersecurity Best Practices for Insurance Agents

Mar 20, 2023

You receive an email from Susan, a carrier representative that you’ve talked to before, but it seems… off. You notice she’s sending from a different email address than usual. Do you open the attachment she’s sent?  Read More

Compliance

What Not to Say During Medicare Educational and Sales Events

Oct 20, 2022

Want to host a Medicare educational event or a Medicare sales event? It’s important to know that there are certain things you can and cannot say during these events! Listen to this article:  Read More

Compliance

Rules for Hosting a Compliant Medicare Sales Event

Oct 13, 2022

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 Medicare Advantage & Part D …  Read More

Compliance

Rules for Hosting a Compliant Medicare Educational Event

Oct 11, 2022

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 2023 Annual Enrollment Period?  Read More

Compliance

Do's and Don'ts of Medicare Compliance

Oct 7, 2022

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 Agents Can't Say During Medicare Sales Appointments

Oct 6, 2022

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 Advantage & Part D Communication …  Read More

Compliance

Are Your Medicare Marketing Materials Compliant?

Sep 16, 2022

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

Compliance

Our Plan to Help Agents Record Calls for Medicare Sales

Sep 9, 2022

The Centers for Medicare and Medicaid Services (CMS) Final Rule for Contract Year 2023 creates a new requirement that calls with Medicare beneficiaries be recorded in their entirety. This responsibility applies to all agents and …  Read More

Compliance

Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You

Aug 12, 2022

In their Final Rule for Contract Year 2023, the Centers for Medicare and Medicaid Services (CMS) implemented new Third-Party Marketing Organization requirements that will impact your business. Listen to this article:  Read More

Compliance

What Is AHIP Certification and How Do I Get It?

Jun 7, 2022

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

How to Become Certified for ACA Marketplace Sales with Federally Facilitated Marketplace (FFM) Training

Jan 18, 2022

Agents who sell within the Affordable Care Act (ACA) insurance Marketplace must complete an annual certification before they can sell each year. This is known as the Federally Facilitated Marketplace (FFM) Certification.  Read More

Compliance

What Are the New Medicare Advantage & Part D Communication Requirements for 2022?

Aug 5, 2021

You may know that, every year, we share what’s new in the Medicare Communications and Marketing Guidelines (MCMG). Besides their new name, what’s changing with this set of compliance rules for 2022?  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 play a major role in the industry. What is a Scope of Appointment?  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