Medicare Marketing Guidelines

Are Your Client Reward and Incentive Programs Compliant?

Reward and incentive (RI) programs can only be offered to current enrollees. However, that doesn’t mean these programs cannot be introduced to potential enrollees. Learn how to market these programs and comply with the Medicare Marketing Guidelines (Section 40.8), including updates provided by CMS....
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SEPs: What Your Clients Should Know

Can I Tell Enrollees That They Can Use an SEP to Switch Medicare Plans? Yes. Encouraging beneficiaries to enroll in a lower-rated plan during the Medicare Annual Enrollment Period (AEP) under the pretense that they can change to a higher-rated plan at a later...
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How to Promote Your Medicare Prize Drawing

Conducting a drawing or gift, when allowed under your state’s laws, is one way to attract attendees to a Medicare marketing event. When promoting your prize drawing in marketing material, make sure you include the proper written statement to avoid any confusion and to...
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Do You Have to Stick to Your First SOA?

What is the one document that must accompany every Medicare appointment? A Scope of Appointment (SOA) form. Documenting an SOA is one thing, but continue reading to learn what the Medicare Marketing Guidelines (Section 50.3) have to say about SOAs and appointment discussions. Stick...
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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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What Are the Do’s and Don’ts for Event-Specific Contact?

The Medicare Marketing Guidelines (MMG) provided by Centers for Medicare and Medicaid Services (CMS) has a plethora of rules for brokers and insurance companies to follow. In this article, we’re giving you the do’s and don’ts around event-specific contact (Section 40.2). What Is Event-Specific...
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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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