Medicare Marketing Guidelines

Hosting an Educational Event for Medicare?

The Medicare Marketing Guidelines (Section 50.1) dictate that educational events have to be in specific settings. We break down rules below. Where Can Brokers Host Educational Events? All educational events need to be held in a public venue. They cannot be held in someone’s...
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What Are the Medicare Marketing Guidelines’ Social Media Do’s & Don’ts?

The senior market is growing in number and in the use of social media. Sixty-two percent of Americans 65 and older use Facebook, according to a Pew Research study. As an agent, what you post and how you connect with seniors through social media...
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What Are CMS’ Guidelines for One-on-One Appointments?

CMS has guidelines for almost every Medicare interaction you may have in your professional career. That includes one-on-one appointments. Excelsior has broken down the one-on-one appointment guidelines (MCMG, Sections 40.7, 50.3, and 110.2) into three basic rules: Follow the Scope of Appointment (SOA). Don’t market...
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When and How to Use Medicare Disclaimers on Marketing Materials

Agents should keep disclaimers in mind when creating marketing materials. Generally, most agents and brokers do not create their own marketing materials, relying instead on their plan sponsor’s point-and-click materials. But, say you want to create your own to advertise a sales event or...
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New 2019 Medicare Marketing Guidelines for Brokers

CMS has made some big changes to the 2019 Medicare Marketing Guidelines. The rules, now called the Medicare Communications and Marketing Guidelines (MCMGs), appear in a vastly new format. Excelsior has created the definitive guide for what brokers and agents need to know when...
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When Can I Start Selling for AEP?

Now that all of your marketing materials have been created and approved, you might want to move forward with your next marketing campaign. But don’t jump the gun. You can’t start marketing until this CMS-approved date. When Can I Start Marketing for the Annual...
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How to Follow CMS Rules at Educational Events for Enrollees

Medicare educational events are an excellent way to gain the trust, and referral information, of enrollees in attendance. But before you host, present at, or attend an educational event for enrollees, there are some CMS guidelines (Medicare Communication & Marketing Guidelines, Section 50.1) you...
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How to Advertise Educational Events to Enrollees

Before you put together an educational event for your current Medicare enrollees, you need to know how you can advertise it. Excelsior explains how agents can compliantly advertise educational events to existing enrollees (MMG, Section 50.1). Advertise the Event as Educational When advertising for...
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Can I Use the Word ‘Free’ to Talk About Medicare Benefits?

“Free” is an enticing word for enrollees. But as a Medicare broker, you have to use the word with caution. Centers for Medicare & Medicaid Services (CMS) has very strict rules that dictate how you can use “free.” We explain when it is—and is...
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When Can I Market the 5-Star SEP for the Upcoming Year?

If your clients have a 5-star Medicare Part D Plan or 5-star Medicare Advantage Plan in their service area, it’s a great value. But brokers need to ensure that the rating carries over into the next plan year before marketing it for the 5-star...
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