Guidelines for Sharing Personal Beneficiary Data with Other TPMOs

 
Stay compliant while sharing beneficiary data with other TPMOs. We explain the CMS rules for agents obtaining prior express written consent.
 
Read the text version
 
Resources:
2025 Medicare Market Disruption Means Opportunity for Agents: https://ritterim.com/follow-medicare-changes/ 
Contact the Ritter Insurance Marketing Compliance Team by emailing complianceofficer@ritterim.com
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://lnk.to/IO4lRf
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
TCPA Regulations: https://docs.ritterim.com/compliance/sales-communication-practices/#tcpa
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/
Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
 
References:
“.Com Disclosures: How to Make Effective Disclosures in Digital Advertising.” Ftc.Gov, Federal Trade Commission, www.ftc.gov/sites/default/files/attachments/press-releases/ftc-staff-revises-online-advertising-disclosure-guidelines/130312dotcomdisclosures.pdf. Accessed 27 Jan. 2025.
“Clear and Conspicuous Definition.” Ecfr.Gov, The Federal Register, www.ecfr.gov/current/title-16/chapter-I/subchapter-B/part-255#p-255.0(f). Accessed 27 Jan. 2025.
“Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f.
“Integrity Compliance Guidelines Third Party Marketing Organization (‘TPMO’) Sharing of Personal Beneficiary Data with Other TPMOs.” Ritter Insurance Marketing, Integrity, ritterim.com/documents/personal-beneficiary-data-sharing-tpmo-guidelines.pdf. Accessed 27 Jan. 2025.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
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 X, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance    
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.

Halfway Through ACA OEP ft. Danica Stover & Olivia Williams

 
You made it halfway through the Affordable Care Act Open Enrollment! We’ve got market updates, sales and lead generation tips, and more with special guests Danica Stover and Olivia Williams from Ritter Insurance Marketing’s Under-65 Health Team.  
 
Get in touch with the Under-65 Health Team at u65healthsupport@ritterim.com or call 1-800-469-1847. Contact the Agent Survival Guide Podcast!
 
Resources:
ACA Basics – Knight School Training: https://ritterim.com/knight-school/solid-foundation/aca-basics/1/
Agent Requirements for ACA Sales: https://ritterim.com/blog/agent-requirements-for-aca-sales/
ASG Content Info: Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Consumer Authorization Form: https://ritterim.com/documents/aca-consumer-authorization-form-template.pdf
Ritter Docs Site Under 65 Health: https://docs.ritterim.com/products/under-65-health/
Simplify Marketplace Enrollments with HealthSherpa: https://pod.fo/e/27a351
The Complete Guide to Selling Affordable Care Act Insurance Plans FREE eBook Download: https://ritterim.com/aca-ebook/
Under-65 Health Products: https://ritterim.com/products/under-65/
Guides to Marketing & Communications:
Agent's Guide to Digital Marketing Resources: https://pod.fo/e/28ab4d  
Agent's Guide to Email Communication Resources: https://pod.fo/e/28ab27  
Agent's Guide to Mail Communication Resources: https://pod.fo/e/28ab0b
Agent's Guide to Partner Marketing Resources: https://pod.fo/e/28ab4b
Agent's Guide to Phone Communication Resources: https://pod.fo/e/28ab12
Agent's Guide to Social Media Communication Resources: https://pod.fo/e/28ab16  
Agent's Guide to Text Communication Resources: https://pod.fo/e/28ab24
Agent's Guide to Traditional Marketing Resources: https://pod.fo/e/28ab4e  
Agent's Guide to Video Communication Resources: https://pod.fo/e/28ab2b
 
References:
“Home Page.” Health Reform Beyond the Basics, Center on Budget and Policy Priorities, 8 Nov. 2023, https://www.healthreformbeyondthebasics.org/.
“Marketplace 2025 Open Enrollment Fact Sheet.” CMS.Gov, https://www.cms.gov/newsroom/fact-sheets/marketplace-2025-open-enrollment-fact-sheet/. Accessed 6 Dec. 2024.   
“Nearly 988,000 New Consumers Selected Affordable Health Coverage in ACA Marketplace so Far.” CMS.Gov, https://www.cms.gov/newsroom/press-releases/nearly-988000-new-consumers-selected-affordable-health-coverage-aca-marketplace-so-far/. Accessed 6 Dec. 2024.
“Plan Year 2025 Qualified Health Plan Choice and Premiums in HealthCare.Gov Marketplaces.” CMS, Centers for Medicare and Medicaid, https://www.cms.gov/files/document/2025-qhp-premiums-choice-report.pdf/. Accessed 6 Dec. 2024.
Lo, Justin, et al. “Ten Things to Watch for 2025 ACA Open Enrollment.” KFF, 30 Oct. 2024, https://www.kff.org/policy-watch/ten-things-to-watch-for-2025-aca-open-enrollment/.
“The Premium Tax Credit and Related Spending.” CBO, Congressional Budget Office, https://www.cbo.gov/system/files/2024-07/60523-2024-07-premium-tax-credit.pdf/. Accessed 6 Dec. 2024.
“With ACA Subsidies Set to Expire in 2025, Millions of Americans Stand to Lose Health Insurance.” CBS News, CBS Interactive, https://www.cbsnews.com/news/trump-aca-subsidies-health-insurance-affordable-care-act-congress/. Accessed 6 Dec. 2024.
 
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 X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance   
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.
 

How to Stay Compliant During All Medicare Sales

 
Prepare for potential CMS secret shoppers! We outline best practices to help agents stay compliant during calls, whether you’re talking to a client, lead, or potential secret shopper.
  
Read the text version
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
Common Questions From Secret Shoppers PDF: https://ritterim.com/documents/infographics/common-questions-for-secret-shoppers.pdf
FAQs About the Medicare Call Recording Requirements: https://ritterim.com/blog/faqs-about-the-medicare-call-recording-requirements/
Get Your PlanEnroll Site: https://ritterim.com/planenroll/
How to Keep Clients Safe from Insurance Fraud: https://link.chtbl.com/ASG619
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG622
Join the Integrity Family: https://identity.integrity.com/register
Learn More About Integrity Tools: https://ritterim.com/integrity-tools/
What Agents Can’t Say During Medicare Sales Appointments: https://link.chtbl.com/ASG6245
What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/
Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
 
References:
“2024 Medicare Advantage and Part D Final Rule (CMS-4201-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 5 Apr. 2023, www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f.
“Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, Centers for Medicare & Medicaid Services, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f.
“Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs; Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency; Additional Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency.” Federal Register, www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and. Accessed 23 Oct. 2024.
 
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 X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance   
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Not affiliated with or endorsed by Medicare or any government agency.

Key Changes for ACA Open Enrollment 2025 ft. Ross Baker from HealthSherpa

 
Discover what's new for the ACA Market in PY 2025. HealthSherpa's Ross Baker joins Sarah to discuss changes and updates for the upcoming Open Enrollment Period.
 
Read the text version
 
Mentioned in this episode:
HealthSherpa Official Site: https://www.healthsherpa.com/agents/features
 
Follow HealthSherpa on Social:
Facebook: https://www.facebook.com/healthsherpas/
Instagram: https://www.instagram.com/healthsherpas/
LinkedIn: https://www.linkedin.com/company/healthsherpa/
X: https://x.com/healthsherpas
YouTube: https://www.youtube.com/@Healthsherpas 
 
Additional Ritter Resources:
How Much Can Agents Make Selling Under-65 Insurance: https://link.chtbl.com/ASG620
Simplify Marketplace Enrollments with HealthSherpa: https://ritterim.com/blog/simplify-marketplace-enrollments-with-healthsherpa/
Steps to Get Ready for OEP: Federal & State Exchanges: https://link.chtbl.com/ASG6215
The Complete Guide to Selling Affordable Care Act Insurance Plans: https://ritterim.com/aca-ebook/
 
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 X, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance     
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

What Are Insurance Agents Responsible for Under HIPAA?

 
Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.
 
Read the text version.
 
Download the PDF
 
Mentioned in this episode:
 
HHS Minimum Necessary Requirement
HHS: New rule protects patient privacy, secures health information
HHS Summary of the HIPAA Security Rule
Is Your Agency Ready for a HIPAA Audit?
Why Every Agency Should Work for HIPAA Compliance
 
More episodes you’ll like:
 
Are Your Medicare Marketing Materials Compliant?
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!
Do’s and Don’ts of Medicare Compliance
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.
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.
Social Media Privacy Tips for Insurance Agents | Social Media 101
Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!
What’s New in the 2020 Medicare Communications and Market Guidelines?
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 Ritter’s Blog:
 
Why Go About Your Business in an Ethical, Compliant Fashion?
We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)
The Agent Survival Guide Has a New Home
Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)
Should You Become a Certified Insurance Counselor?
Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)
 
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Spotify
Stitcher
 
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Are Your Medicare Marketing Materials Compliant? ǀ ASG169

 
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:
 
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
Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!
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
 

Staying Compliant Without Compromising Salesmanship | ASG167

 
If you're feeling overwhelmed by Medicare compliance, then this episode is one you simply must listen to! We've got three easy ways to stay compliant without having to sacrifice time that could be spent selling. Check out our show notes for a special bonus section with links to our compliance resources.
 
Read the text version.
 
Ritter Insurance Marketing Compliance Resources:
 
Are Your Medicare Marketing Materials Compliant?
Do’s and Don’ts of Medicare Compliance
How to Follow up with Medicare Clients Compliantly
How to Host a Successful Medicare Education Event (Guide)
Rules for Hosting a Compliant Medicare Educational Event
Rules for Hosting a Compliant Medicare Sales Event
What’s New in the 2020 Medicare Communications and Marketing Guidelines?
 
Mentioned in this episode:
 
CMS 2019 Medicare Communications and Marketing Guidelines
CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines
Learn more about Medicareful or sign up for your own free site!
Register with Ritter Insurance Marketing
The Ritter Platform
What an FMO Can Do for Your Business
What to Know About SOAs in Senior Market Sales
 
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
Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!
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)
How to Use the New Medicare Plan Finder & FAQs
As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and to understand how to navigate through any updates. Late last month, Medicare.gov... (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
 

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!
 
Read the text version.
 
Mentioned in this episode:
 
3 Easy Ways to Build Your Insurance Sales Territory
CMS 2019 Medicare Communications and Marketing Guidelines
CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines
Do’s and Don’ts of Medicare Compliance
How to Host a Successful Medicare Educational Event
Rules for Hosting a Compliant Medicare Educational Event
What’s New in the 2020 Medicare Communications and Marketing Guidelines
 
More episodes you’ll like:
 
4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156
Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!
AHIP Test Tips and Tricks for Medicare Certification | ASG163
Learn the rules for taking the AHIP test, information on discounts and reimbursement, how to prepare yourself, test-taking tips, legit tech hacks, and more! Before you begin your first attempt at AHIP certification, be sure to listen to this ASG Podcast episode!
Do’s and Don’ts of Medicare Compliance | ASG164
Need a recap on Medicare compliance before AEP? We break down 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.
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 Sales 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! 
What’s New in the 2020 Medicare Communications and Marketing Guidelines? [UPDATED] | 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)
How to Use the New Medicare Plan Finder & FAQs
As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and to understand how to navigate through any updates. Late last month, Medicare.gov... (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)
 
Subscribe & Follow:
 
Apple Podcasts
Google Podcasts
Overcast
Podbean
Spotify
Stitcher
 
Connect on social:
 
Facebook
Twitter
YouTube
LinkedIn
 

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! 
 
Read the text version.
 
Get Your Guide Today! – How to Host a Successful Medicare Educational Event
 
Mentioned in this episode:
 
CMS 2019 Medicare Communications and Marketing Guidelines
CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines
Do’s and Don’ts of Medicare Compliance
How to Host a Successful Medicare Educational Event
Rules for Hosting a Compliant Medicare Sales Event
 
More episodes you’ll like:
 
4 Reasons Why Ritter Should Be Your FMO Insurance Agency | ASG156
Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!
AHIP Test Tips and Tricks for Medicare Certification | ASG163
Learn the rules for taking the AHIP test, information on discounts and reimbursement, how to prepare yourself, test-taking tips, legit tech hacks, and more! Before you begin your first attempt at AHIP certification, be sure to listen to this ASG Podcast episode!
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.
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.
What’s New in the 2020 Medicare Communications and Marketing Guidelines? [UPDATED] | 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)
How to Use the New Medicare Plan Finder & FAQs
As the Annual Enrollment Period approaches, it’s important to be aware of changes affecting the tools and resources you use and to understand how to navigate through any updates. Late last month, Medicare.gov... (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)
 
Subscribe & Follow:
 
Apple Podcasts
Google Podcasts
Overcast
Podbean
Spotify
Stitcher
 
Connect on social:
 
Facebook
Twitter
YouTube
LinkedIn
 

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.
 
Read the text version.
 
Learn more about Medicareful
https://www.ritterim.com/agent-tools/medicareful/
 
Mentioned in this episode:
 
CMS 2019 Medicare Communications and Marketing Guidelines
Defining the True Value of $0 Premium for Medicare Advantage Plans
Exciting Changes to the 48-Hour Scope of Appointment Rule
Get Your FREE Medicareful Site!
How to Better Market Yourself
Marketing & Incentives from Ritter Insurance Marketing
Rules for Hosting a Compliant Medicare Educational Event
Rules for Hosting a Compliant Medicare Sales Event
What’s New in the 2019 Medicare Communications and Marketing Guidelines?
What’s New in the 2020 Medicare Communications and Marketing Guidelines?
What to Know About SOAs in Senior Market Sales
 
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How to Host a Successful Medicare Educational Event
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What to Know about SOAs in Senior Market Sales ǀ ASG092

 
Have questions about SOAs? Find the answers to your frequently asked questions in this episode all about Scopes of Appointment. We help you stay compliant, whether it’s inside or outside of AEP! Read the text version.
Mentioned in this Episode:
CMS 2019 Medicare Communications and Marketing Guidelines (MCMG)Do's and Don'ts of Medicare ComplianceExciting Changes to the 48-Hour Scope of Appointment RuleMedicarefulRitter New Biz Team Email – bizsupport@@ritterim.comRules for Hosting a Compliant Medicare Sales EventVideo: A Medicare Quoting Tool - Medicareful Walkthrough
Related:
5 Reasons Clients Switch Medicare Plans During AEP5 Tips to Make the Most of AEPHow to Survive AEP: Wellness Tips for Insurance Agents
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9 Tips to Submitting an Error-Free Application ǀ ASG003

 
We've done the research for you! Use our 9 helpful tips to start writing cleaner applications. Read the text version.
Mentioned in this Episode:
Do's and Don'ts of Medicare ComplianceMedicarefulRitter's Regional MarketersAEP: Annual Enrollment PeriodIEP: Initial Enrollment PeriodSEP: Special Election Period
Related:
Keys to Client Retention: Face-to-Face CommunicationHow to Sell Like Your Client is the RenewalWhat is AHIP and Why Do You Need It?
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