CMS’ New Definition of Marketing & How it Affects Agents Selling Medicare Plans

 
CMS recently updated their definition of marketing for agents selling Medicare Advantage, Medicare Part D, and Medicare Cost Plans, with changes that apply to both the intent and content of marketing. Listen to learn if your marketing materials will be affected and how Ritter can help.
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Compliance questions? We have answers! Send your questions to our compliance team: complianceofficer@ritterim.com
 
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Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
CMS’ 2024 MA and Part D Final Rule Changes for Agents: https://agentsurvivalguide.podbean.com/e/cms-2024-ma-and-part-d-final-rule-changes-for-agents/
CMS Definition of Marketing Memo: https://www.ritterim.com/documents/cms-memos/cms-definition-of-marketing-5-10-23.pdf
Cultivating Growth in Your Insurance Agency and Life: https://agentsurvivalguide.podbean.com/e/cultivating-growth-in-your-insurance-agency-and-life-monday-motivation/
Empower Your Prospects to Act Before Turning 65: https://agentsurvivalguide.podbean.com/e/empower-your-prospects-to-act-before-turning-65/
Generate Medicare Leads Using Marketing Materials From ShopRitterIM: https://agentsurvivalguide.podbean.com/e/generate-medicare-leads-using-marketing-materials-from-shopritterim/
 
References:
2024 Medicare Advantage and Part D Final Rule (CMS-4201-F): https://www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f
CMS 2024 Final Rule for Medicare Advantage and Part D: https://public-inspection.federalregister.gov/2023-07115.pdf
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Communications and Marketing Guidelines: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Ritter Insurance Marketing Products (ShopRitterIM): https://shopritterim.com/
 

2024 Marketplace Final Rule Changes Agents Should Know

 
Learn what's new for marketplace agents selling ACA plans for PY2024. We outline the key takeaways from CMS' HHS Notice of Benefit and Payment Parameters for 2024 final rule.
Read the text version
Download Ritter’s Free ACA Consumer Authorization Form
Questions for our compliance office? Email complianceofficer@ritterim.com to get them answered!
 
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Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
ACA 101: Selling Under-65 Health Insurance:  https://agentsurvivalguide.podbean.com/e/aca-101-selling-under-65-health-insurance/
ACA Consumer Authorization Form Download: https://www.ritterim.com/documents/aca-consumer-authorization-form-template.pdf
Medicaid Unwinding: What Is It & The Opportunity for Agents: https://agentsurvivalguide.podbean.com/e/medicaid-unwinding-what-is-it-and-the-opportunity-for-agents/
 
References:
Facilitating Consumer Choice: Standardized Plans in Health Insurance Marketplaces: https://aspe.hhs.gov/sites/default/files/documents/222751d8ae7f56738f2f4128d819846b/Standardized-Plans-in-Health-Insurance-Marketplaces.pdf
HHS Notice of Benefit and Payment Parameters for 2024 Final Rule: https://www.cms.gov/newsroom/fact-sheets/hhs-notice-benefit-and-payment-parameters-2024-final-rule
Patient Protection and Affordable Care Act, HHS Notice of Benefit and Payment Parameters for 2024: https://www.federalregister.gov/documents/2023/04/27/2023-08368/patient-protection-and-affordable-care-act-hhs-notice-of-benefit-and-payment-parameters-for-2024
Temporary Special Enrollment Period (SEP) for Consumers Losing Medicaid or the Children’s Health Insurance Program (CHIP) Coverage Due to Unwinding of the Medicaid Continuous Enrollment Condition– Frequently Asked Questions (FAQ): https://www.cms.gov/technical-assistance-resources/temp-sep-unwinding-faq.pdf

Cybersecurity Best Practices for Insurance Agents

 
Cybersecurity threats are on the rise. It's vital to not only keep your data protected, but as an insurance agent you have the responsibility to protect your clients' data. Find out best practices for internet safety by listening to this episode.
Read the text version
Email us at ASGPodcast@Ritterim.com
 
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
5 Basic Care Tips for Your Electronic Devices: https://agentsurvivalguide.podbean.com/e/5-basic-care-tips-for-your-electronic-devices/
Agent Apps | Protect Your Privacy - Password Manager Apps: https://agentsurvivalguide.podbean.com/e/agent-apps-protect-your-privacy-password-manager-apps/
How to Successfully Set SMART Goals: https://agentsurvivalguide.podbean.com/e/how-to-successfully-set-smart-goals-1639071365/
What Are Insurance Agents Responsible for Under HIPAA: https://agentsurvivalguide.podbean.com/e/what-are-insurance-agents-responsible-for-under-hipaa-1637595382/
Why We Added Multi-Factor Authentication to Ritter Logins:  https://www.ritterim.com/blog/why-we-added-multi-factor-authentication-to-ritter-logins/
 
References:
10 Things to Do if Your Identity Is Stolen: https://money.usnews.com/money/personal-finance/family-finance/articles/things-to-do-after-your-identity-is-stolen
Anti Malware Software Program – What is it? https://www.digitaldefense.com/blog/anti-malware-software-program-what-is-it-digital-defense/
Best Identity Theft Protection Services of 2023: https://www.usnews.com/360-reviews/privacy/identity-theft-protection
Confronting Heightened Cybersecurity Threats Amid COVID-19: https://www.cisa.gov/resources-tools/resources/confronting-heightened-cybersecurity-threats-amid-covid-19
Definition of antimalware: https://www.techtarget.com/searchsecurity/definition/antimalware
“End-of-Life”/ “EOL”, “Unsupported”, and “Out of Support” – What Does it All Mean? https://thecomputercellar.com/unsupported/
HHS Strengthens HIPAA Enforcement: https://wayback.archive-it.org/3926/20131018161347/http:/www.hhs.gov/news/press/2009pres/10/20091030a.html
How long does it take to correct identity theft? https://www.allstateidentityprotection.com/content-hub/how-long-does-it-take-to-correct-identity-theft
Multi-Factor Authentication: https://www.cisa.gov/sites/default/files/publications/MFA-Fact-Sheet-Jan22
The HIPAA Privacy Rule: https://www.hhs.gov/hipaa/for-professionals/privacy/index.html
The HIPAA Security Rule: https://www.hhs.gov/hipaa/for-professionals/security/index.html
Omnibus HIPAA Rulemaking: https://www.hhs.gov/hipaa/for-professionals/privacy/laws-regulations/combined-regulation-text/omnibus-hipaa-rulemaking/index.html
Senior scam statistics 2023: https://www.comparitech.com/identity-theft-protection/senior-scam-statistics/
Tip Sheet - Protected Health Information and Personal Identifying Information: https://ora.research.ucla.edu/OHRPP/Documents/Policy/6/PHI_PII.pdf
What hackers actually do with your stolen medical records: https://www.advisory.com/daily-briefing/2019/03/01/hackers
What is a phishing attack: https://www.imperva.com/learn/application-security/phishing-attack-scam/
What is Malware? The Ultimate Guide to Malware: https://www.avg.com/en/signal/what-is-malware
What is the Deep and Dark Web? https://www.kaspersky.com/resource-center/threats/deep-web
What is a VPN? How It Works, Types of VPN: https://www.kaspersky.com/resource-center/definitions/what-is-a-vpn
Why is PHI Valuable to Criminals? https://compliancy-group.com/why-is-phi-valuable-to-criminals/
Why is PHI Valuable to Hackers? https://www.accountablehq.com/post/why-is-phi-valuable-to-hackers

CMS’ 2024 MA and Part D Final Rule Changes for Agents

 
CMS published their 2024 Medicare Advantage and Part D Final Rule. This episode of the Agent Survival Guide Podcast has the key takeaways for insurance agents. We'll help you prepare early so you'll be compliant when the rules go into effect for AEP 2024!
Read the text version
 
Compliance questions? We have answers! Send your questions to our compliance team: complianceofficer@ritterim.com
 
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
Behind the Scenes of the ASG Podcast Redesign: https://agentsurvivalguide.podbean.com/e/behind-the-scenes-of-the-asg-podcast-redesign/
CMS 2024 MA and Part D Rate Announcement, Medicaid Redeterminations, & the 27th Webby Awards: https://agentsurvivalguide.podbean.com/e/cms-2024-ma-and-part-d-rate-announcement-medicaid-redeterminations-the-27th-webby-awards/
Cultivating Growth in Your Insurance Agency and Life: https://agentsurvivalguide.podbean.com/e/cultivating-growth-in-your-insurance-agency-and-life-monday-motivation/
Empower Your Prospects to Act Before Turning 65: https://agentsurvivalguide.podbean.com/e/empower-your-prospects-to-act-before-turning-65/
Generate Medicare Leads Using Marketing Materials From ShopRitterIM: https://agentsurvivalguide.podbean.com/e/generate-medicare-leads-using-marketing-materials-from-shopritterim/
 
References:
2024 Medicare Advantage and Part D Final Rule (CMS-4201-F): https://www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f
CMS 2024 Final Rule for Medicare Advantage and Part D: https://public-inspection.federalregister.gov/2023-07115.pdf
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Communications and Marketing Guidelines: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines
Medicare Program; Contract Year 2024 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly: https://www.federalregister.gov/documents/2023/04/12/2023-07115/medicare-program-contract-year-2024-policy-and-technical-changes-to-the-medicare-advantage-program
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V

Major Compliance Changes Coming to Medicare Advantage & Part D for 2024

 
Get the details on CMS compliance changes coming to Medicare Advantage and Part D in 2024. We highlight the major regulations agents need to know to stay compliant, all in this can't-miss episode!
Read the text version
 
Medicare compliance questions? Email our Compliance Officer for clarification!
Questions for the podcast? Recommendations for an episode? Email the ASG Podcast!
 
Follow Us on Social!
 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
 
5 Things About CMS’ CY 2024 MA and Part D Proposed Rule: https://agentsurvivalguide.podbean.com/e/5-things-about-cms-cy-2024-ma-and-part-d-proposed-rule-the-friday-five/
All About State Health Insurance Assistance Programs: https://living.medicareful.com/all-about-state-health-insurance-assistance-programs
CMS Compliance Memo & TPMO Frequently Asked Questions: https://agentsurvivalguide.podbean.com/e/cms-compliance-memo-tpmo-frequently-asked-questions-the-friday-five/
Do's and Don'ts of Medicare Compliance: https://www.ritterim.com/blog/dos-and-donts-of-medicare-compliance/
FAQs About the Ritter Platform’s CallVault: https://www.ritterim.com/blog/faqs-about-the-ritter-platforms-callvault/
Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You: https://agentsurvivalguide.podbean.com/e/insurance-agents-as-tpmos-what-2023-cms-compliance-regulations-mean-for-you/
NAHU Rebrand, Medicaid Uncoupling, & the State of the Senior Market: https://agentsurvivalguide.podbean.com/e/nahu-rebrand-medicaid-uncoupling-the-state-of-the-senior-market-2023-the-friday-five/
Ritter's State of the Senior Market 2023 Registration: https://www.ritterim.com/sotsm
Updated Medicare Enrollment Rules for 2023: https://agentsurvivalguide.podbean.com/e/updated-medicare-enrollment-rules-for-2023/
 
References:
 
Contract Year 2024 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs Proposed Rule: https://www.cms.gov/newsroom/fact-sheets/contract-year-2024-policy-and-technical-changes-medicare-advantage-and-medicare-prescription-drug
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Communications and Marketing Guidelines: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
 

5 Things About CMS’ CY 2024 MA and Part D Proposed Rule | The Friday Five

 
CMS just released the Contract Year 2024 Medicare Advantage and Medicare Prescription Drug Benefit Programs Proposed Rule. Listen for our initial take on these policy and technical changes and what they mean for independent insurance agents like you!
 
Register for your FREE RitterIM.com account
 
Follow Us on Social!
 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
References:
 
Contract Year 2024 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs Proposed Rule (CMS-4201-P): https://www.cms.gov/newsroom/fact-sheets/contract-year-2024-policy-and-technical-changes-medicare-advantage-and-medicare-prescription-drug
CMS releases the 2024 Medicare Advantage Proposed Rule: What it means for Star ratings, prior authorization, and marketing requirements: https://www.risehealth.org/insights-articles/cms-releases-the-2024-medicare-advantage-proposed-rule-what-it-means-for-star-ratings-prior-authorization-and-marketing-requirements
Medicare Program; Contract Year 2024 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, Medicare Parts A, B, C, and D Overpayment Provisions of the Affordable Care Act and Programs of All-Inclusive Care for the Elderly; Health Information Technology Standards and Implementation Specifications: https://public-inspection.federalregister.gov/2022-26956.pdf
Medicare Program: Contract Year 2024 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, etc.: https://www.federalregister.gov/public-inspection/2022-26956/medicare-program-contract-year-2024-policy-and-technical-changes-to-the-medicare-advantage-program
 

What Not to Say During Medicare Educational and Sales Events

 
Hosting Medicare Sales and Educational events is a great way to expand your reach to the community. Check out this episode for what you can’t say during these events per CMS and resources to help you stay compliant!
Read the text version
 
Follow Us on Social!
 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
 
Are Your Medicare Marketing Materials Compliant?: https://link.chtbl.com/ASG450
Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG460
Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG473
What Agents Can’t Say During Medicare Sales Appointments: https://link.chtbl.com/ASG472
What to Know About SOAs in Senior Market Sales: https://link.chtbl.com/ASG303
 
References:
 
Are Medicare Advantage Plans Cherry Picking Healthier Members?: https://www.fiercehealthcare.com/payer/are-medicare-advantage-plans-cherry-picking-healthier-members
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
 

Rules for Hosting a Compliant Medicare Sales Event

 
Have you been thinking about hosting a Medicare Sales Event? It’s a great way to grow your business and get to know people in the community! Listen to learn the best practices for hosting a CMS compliant Medicare Sales Event.
Read the text version
 
Need a resource to compliantly record your Medicare calls? Learn more about CallVault: https://www.ritterim.com/blog/the-ritter-platform-launches-callvault-for-compliant-medicare-sales-call-recording/
 
Follow Us on Social!
 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/christina-lamoreux-6384b7199/
 
Resources:
 
3 Ways to Build Your Insurance Sales Territory: https://link.chtbl.com/ASG311
Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG460
Ritter Docs Carrier Pages: https://docs.ritterim.com/carriers/products/
Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG473
 
References:
 
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
 

Rules for Hosting a Compliant Medicare Educational Event

 
Hosting an educational Medicare event is a great way to spread knowledge about healthcare. Whether that’s in-person or virtually, staying CMS compliant should always be at the forefront. Learn the CMS compliance rules for hosting a Medicare Educational event.
Read the text version
 
Need a resource to compliantly record your Medicare calls? Learn more about CallVault: https://www.ritterim.com/blog/the-ritter-platform-launches-callvault-for-compliant-medicare-sales-call-recording/
 
Follow Us on Social!
 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/christina-lamoreux-6384b7199/
 
Resources:
 
Insurance Agents As TPMOS: What 2023 CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG460
Navigating Insurance Sales During the Medicare AEP & COVID: https://www.ritterim.com/blog/navigating-insurance-sales-during-the-medicare-aep-covid/  
Our Plan to Help Agents Record Calls for Medicare Sales & SOAs: https://www.ritterim.com/blog/our-plan-to-help-agents-record-calls-for-medicare-sales-soas/
 
References:
 
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
 

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

 
CMS implemented new Third-Party Marketing Organization (TPMO) compliance regulations in their Final Rule for 2023. Get the details on disclaimers and a checklist to help you review your marketing materials (website included!) prior to AEP. 
Read the text version
Have compliance questions? Reach out to our compliance team by email: ComplianceOfficer@RitterIM.com
 
Follow Us on Social!
 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/christina-lamoreux-6384b7199/
 
Resources:
 
Our Plan to Help Agents Record Calls for Medicare Sales & SOAs: https://www.ritterim.com/blog/our-plan-to-help-agents-record-calls-for-medicare-sales-soas/
What Not to Say During Medicare Educational and Sales Events: https://www.ritterim.com/blog/what-not-to-say-during-medicare-educational-and-sales-events/
 
References:
 
CMS Issues New Rule Liming Third-Parties Who Conduct Medicare Advantage Marketing: https://www.reedsmith.com/en/perspectives/2022/06/cms-issues-new-rule-limiting-thirdparties
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs: https://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V