Agent Survival Guide Podcast
What’s New in the 2020 Medicare Communications and Marketing Guidelines? | ASG News UPDATE

What’s New in the 2020 Medicare Communications and Marketing Guidelines? | ASG News UPDATE

October 14, 2019

 

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Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss. Read the text version.

 

Read the Memo

 

Read the 2019 Medicare Communications and Marketing Guidelines

 

Have questions about the 2020 MCMG? Email Ritter’s Compliance Officer

 

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Are Your Marketing Materials Compliant? | ASG121

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How to Get Started in Insurance Sales

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Insurance Agents & CMS Compliance | Social Media 101

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Top 10 Podcast Apps | Agent Apps

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Four Reasons Why Ritter Should By Your FMO Insurance Agency

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4 Steps to Selling Cancer Insurance ǀ ASG171

4 Steps to Selling Cancer Insurance ǀ ASG171

October 14, 2019

 

Use these steps to sell your next (or first!) cancer insurance policy. Find out how to start the conversation, overcome common objectives, and more.

 

Read the text version.

 

Mentioned in this Episode:

 

4 Tips for Making a Better Insurance Sales Pitch

Cancer Facts & Figures 2018

Every ‘Second’ Counts: Why Sell Cancer, Heart Attack, and Stroke Insurance?

Lifetime Risk of Developing or Dying From Cancer

Risk Factors for Cancer

The Cost of Cancer

Why Client Retention Should be Your Top Priority

Why Critical Illness Insurance Can Breathe New Life into Your Business

Why is Cancer Insurance Worth Selling?

 

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4 Tips for Making a Better Insurance Sales Pitch | ASG091

Need to know how to make an insurance sales pitch? Want to learn how to improve your selling skills? In this episode, we outline four game-changing sales presentation tips for insurance agents.

Every ‘Second’ Counts: Why Sell Cancer, Heart Attack, and Stroke Insurance? | ASG064

Build a portfolio that shows clients you care. Cancer, Heart Attack, and Stroke insurance plans provide coverage and peace of mind when your clients need it most.

Why Client Retention Should be Your Top Priority | ASG010

Discover how to keep existing clients coming back for more. Our strategy includes practical steps you can easily implement into your business.

 

The latest from Agent Survival Guide:

 

How to Host a Successful Medicare Educational Event

Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)

Staying Compliant Without Compromising Salesmanship

Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)

Tips on Dealing with a Difficult Client

In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)

 

Subscribe & Follow:

 

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Why Is Cancer Insurance Worth Selling? ǀ ASG170

Why Is Cancer Insurance Worth Selling? ǀ ASG170

October 14, 2019

 

How would an unexpected diagnosis affect your clients? Give them peace of mind with coverage that can help ease the stress of cancer treatment.

 

Read the text version.

 

Mentioned in this Episode:

 

Cancer, bankruptcy and death: study finds a link

Financial Insolvency as a Risk Factor for Early Mortality Among Patients With Cancer

Four Ancillary Cross-Sales to Show Clients You Care

How much can a healthy lifestyle cut your risk of cancer?

Lifetime Risk of Developing or Dying From Cancer

Why Sell Cancer Insurance?

 

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How to Add Technology to Your Insurance Business | ASG158

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Secure a Bigger, Better Business with Ancillary Products | ASG159

Want to branch out from Medicare Advantage or Medicare Supplement sales? Learn how ancillary products can help you expand your reach and add more value to your portfolio.

 

The latest from Agent Survival Guide:

 

How to Host a Successful Medicare Educational Event

Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)

Staying Compliant Without Compromising Salesmanship

Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)

Tips on Dealing with a Difficult Client

In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

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LinkedIn

 

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Are Your Medicare Marketing Materials Compliant? ǀ ASG169

Are Your Medicare Marketing Materials Compliant? ǀ ASG169

October 14, 2019

 

Want to make sure your Medicare sales and marketing materials are compliant this AEP? We've got the answers to frequently asked compliance question. We'll help you stay on good terms with CMS!

 

Read the text version.

 

Mentioned in this episode:

 

CMS 2019 Medicare Communications and Marketing Guidelines

CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

Ritter’s Certification Center

Social Security Act: Section 1140

 

More episodes you’ll like:

 

Are Your Medicare Marketing Materials Compliant? | ASG121

Are you following the rules for marketing Medicare plans? We're sharing the answers to frequently asked compliance questions to help you ensure you stay on good terms with CMS.

Do’s and Don’ts of Medicare Compliance | ASG164

Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.

How to Follow up with Medicare Clients Compliantly | ASG132

Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start.

Insurance Agents & CMS Compliance | Social Media 101

Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.

Rules for Hosting a Compliant Medicare Educational Event | ASG165

If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process! 

Rules for Hosting a Compliant Medicare Sales Event | ASG166

Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the 2020 CMS Medicare Communications and Marketing Guidelines!

Social Media Privacy Tips for Insurance Agents | Social Media 101

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What’s New in the 2020 Medicare Communications and Marketing Guidelines? | ASG News

Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.

 

The latest from Agent Survival Guide:

 

How to Host a Successful Medicare Educational Event

Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)

Staying Compliant Without Compromising Salesmanship

Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)

Tips on Dealing with a Difficult Client

In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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How to Use the New Medicare Plan Finder | ASG168

How to Use the New Medicare Plan Finder | ASG168

October 11, 2019

 

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It's official! The new Medicare Plan Finder is now live on Medicare.gov. We've got all the info on the changes and how to use it, (including where to find your old prescription drug lists!) as well as answers to agents' frequently asked questions.

 

Read the text version.

 

Still have questions? Reach out to our sales team at Ritter Insurance Marketing or call our podcast hotline at 1-717-562-7211.

 

Email feedback/concerns about new Medicare Plan Finder to emedicare@cms.hhs.gov  

 

Timecodes for FAQs:

 

How do you get to the Medicare Plan Finder? [1:49.522]

 

What updates are coming to the MPF? [4:00.806]

 

What are the pathways into the New Medicare Plan Finder? [5:21.855]

 

General FAQs about MyMedicare.gov and the new Medicare Plan Finder [7:25.003]

 

If my client doesn’t have a Medicare number, are they still able to shop on the new MPF? [7:46.678]

 

Can we still use Drug ID and Password Dates to access saved drug lists? [8:05.585]

 

How do you save an anonymous search? [8:47.280]

 

Is the new MPF be available in Spanish? [9:00.004]

 

Will Medicare Agents still be able to do any kind of plan comparison for clients? [9:09.784]

 

When will the old Medicare Plan Finder be unavailable? [9:32.029]

 

If a beneficiary doesn’t want to set up a MyMedicare.gov account, can they still use the new MPF? [9:43.596]

 

When performing an anonymous search, will the beneficiary need to go through the “learning screens?” [10:03.983]

 

What is the purpose of making beneficiaries log in to save their drug lists? [10:14.929]

 

Where can we send feedback or concerns about the new Medicare Plan Finder? [10:25.040]

 

Is there still a way to see if a person qualifies for Extra Help? [10:41.793]

 

Can a user self-enroll in a plan through the MPF? [10:51.518]

 

Will users have access to their Medicare Summary Notice (MSN) through MyMedicare.gov? [11:00.928]

 

Will the Medicare Plan Finder show logged-in users what Medigap/Medicare Supplement plan they currently have? [11:23.100]

 

Will the live chat be available 24/7 during AEP? [11:30.564]

 

Can a user enroll in a plan without creating an account? [11:47.962]

 

If the Medicare Plan Finder is not showing the correct Extra Help information, how can agents price the correct information? [11:57.398]

 

How often is Low Income Subsidy and Extra Help data updated? [12:22.797]

 

How does the live chat work? [12:31.529]

 

Is the live chat available for logged-out users? [12:44.857]

 

FAQs about account creation and logging in on Medicare.gov and the Medicare Plan Finder [12:54.299]

 

Does the beneficiary need to have an Email address to create an account? [13:04.246]

 

Once a MyMedicare.gov account is created will the username and password be activated immediately? [13:25.895]

 

If you try to create a MyMedicare.gov account but already have one, will the system stop you? [13:39.686]

 

Can two beneficiaries have the same username? [13:58.570]

 

When a beneficiary sets up an account using the Medicare Plan Finder, will that also create a MyMedicare.gov account at the same time? [14:10.739]

 

Are there password requirements? [14:29.132]

 

How often must the password be changed? [14:38.574]

 

Can you create an account if something doesn’t match what’s on file with CMS, like the MBI or zip code? [14:45.117]

 

Is the username and password the same for MPF and My Medicare dot gov? [15:06.207]

 

If you create an account with no email, how do you recover the log-in info? [15:13.143]

 

If a user forgets their account info, can they create a new one? [15:30.313]

 

FAQs about prescription drug lists and plan comparisons on the MPF and Medicare.gov [15:41.593]

 

Will drugs auto-generate for people who did not previously have a MyMedicare.gov account? [15:51.413]

 

Can users get a side-by-side, detailed plan comparison on one page? [16:18.533]

 

Can you look for Medigap plans on the Medicare Plan Finder? [16:28.646]

 

Can you look up provider information for Medicare Advantage plans in the MPF? [16:43.760]

 

Does the MPF give ratings for Medigap/Medicare Supplement plans? [16:56.102]

 

Can you see Medigap plans specifically for the user’s area and age? [17.10.809]

 

Can you compare Medigap/Med Supp plans using the Medicare Plan Finder? [17:30.609]

 

How would a user edit an existing drug list? [17:43.623]

 

Will medications auto-generate for users who are under 65 on disability? [18:02.952]

 

Is there a way to get more information on various services? [18:18.511]

 

Can users print plan details and comparisons? [18:32.847]

 

Has the drug list limit been increased? [18:38.242]

 

Will Part B drug information be included on the MPF? [18:48.441]

 

How many pharmacies can you choose to price compare? [19:01.078]

 

Can you find which pharmacies are preferred in Medicare drug plans? [19:09.577]

 

Are Dual-Eligible Demonstration plans on the MPF? [19:21.470]

 

Where does the data on Medigap plans come from and how often is it updated? [19:30.037]

 

Can you enroll in a Medigap/Medicare Supplement plan through the Medicare Plan Finder? [19:44.325]

 

Mentioned in this episode:

 

CMS New Medicare Plan Finder page

CMS Medicare Plan Finder Webinar (Choose Webinar recording - August 16)

Find Your Old Drug Lists on Medicare.gov

Top 10 Questions & Answers for those Helping People with Medicare

 

CMS August Webinar Topic Timecodes:

 

Client’s MyMedicare.gov account creation [14:38]

Plan type selection (Original Medicare + Med Supp/PDP or Medicare Advantage) [17:00]

Drug selection and validation of dosage, packaging, or preferred pharmacies [17:53]

MAPD plan comparison and filtering [23:13]

PDP plan comparison and filtering [30:41]

 

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4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156

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Do’s and Don’ts of Medicare Compliance | ASG164

Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.

What’s New in the 2020 Medicare Communications and Marketing Guidelines | ASG News

Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.

 

The latest from Agent Survival Guide:

 

How to Host a Successful Medicare Educational Event

Looking to host a Medicare educational event? Check out our FREE guide! If you’ve been hosting educational events for years, we think you’ll still enjoy our tips and tricks to make your event even more successful. Agents with all levels of expertise can benefit from... (read more)

Staying Compliant Without Compromising Salesmanship

Staying compliant with every rule surrounding Medicare can seem daunting. If you’re busy making sure you’re staying compliant, how will you ever have time to meet with clients and sell? Aligning yourself... (read more)

Tips on Dealing with a Difficult Client

In an ideal world, all your clients would be an absolute pleasure to work with and selling them plans would be a piece of cake. However, we know this isn’t always the... (read more)

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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