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

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

August 29, 2019

 

ASG_Podcast_Episode_Header_Whats-New-in-the-2020-Medicare-Communications-and-Marketing-Guidelines.jpg

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

 

More episodes you’ll like:

 

Are Your 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.

How to Get Started in Insurance Sales

Making a career change isn’t an overnight decision. Deciding on a career isn’t either! Want to know what it takes to become an insurance agent? Our free guide outlines the whole process so you can make an informed choice and get started selling insurance with ease.

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.

Top 10 Podcast Apps | Agent Apps

Which podcast app is the best? Do you listen on the number one app or a different one? What features are you missing out on? In the premiere episode of our newest series, Agent Apps, we explore the top 10 podcast listening apps and the features that make each one unique.

 

The latest from Agent Survival Guide:

 

Four Reasons Why Ritter Should By Your FMO Insurance Agency

As a field marketing organization (FMO), Ritter Insurance Marketing strives to provide you with tools and knowledge that’ll help you thrive in this industry. If you’re already partnered with Ritter, we’re glad... (read more)

Organization Tips and Tricks for AEP

The Annual Enrollment Period can be very stressful, but you don’t need to worry. We’ve laid out some tips and tricks on how to stay organized, so AEP can be a breeze... (read more)

The Hidden Value of Selling Medicare Supplements During AEP

While it’s true the Annual Enrollment Period is the prime time to sell Medicare Advantage plans, selling Medicare Supplements provides you and your clients a very important alternative during the fall. How... (read more)

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

ASG_Podcast_Episode_Footer_Image_1200X200_REV1.jpg

Insurance Agents & CMS Compliance | Social Media 101

Insurance Agents & CMS Compliance | Social Media 101

July 16, 2019

 

ASG_Podcast_Episode_Header_Insurance_Agents_and_CMS_Compliance.jpg

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.

Download the Social Media Compliance Guide PDF >

 

ASG Social Media Compliance Guidelines:

 

DO NOT treat a follow, like, or comment as a permission to contact (PTC).

If someone contacts you through social media, ask them to get in touch with you via email or by phone so you can keep a record.

 

DO answer questions on social media.

While a comment isn’t a PTC, it is compliant to respond to a question or comment on a public social media forum. However, you can’t address them beyond the scope of the question or statement.

 

DO NOT buy (or use) social media leads or referrals.

Never buy social media contacts as a form of lead generation. Even if you’re given a free list of social media profiles, you cannot initiate contact. Instead, ask your friends and current clients to share your information with potential leads (who must contact you first before you can talk to them). Word of mouth is your business’ best friend.

 

DO keep things generic.

No carriers, logos, or specific product information. Promote your services only. It’s OK if you want to tell your clients that you specialize in Medicare Advantage, Medicare Supplement, or PDP, but not which carriers you represent. It’s OK if you want to share information that your clients can obtain in the public domain (such as how much Part B premiums are), but not information that is specific to a product or a plan.

 

Use Common Sense – Just because someone else is doing it, doesn’t make it compliant.

Monkey-see monkey-do isn’t safe when it comes to CMS compliance. Make sure you thoroughly review the CMS guidelines for yourself and ask your FMO or other trusted colleagues educated questions when you see something you’re not sure about. It’s better to be safe than sorry in these instances, which is why we prefer to stick to a PR approach.

 

Mentioned in this episode:

 

CMS 2019 Medicare Communications and Marketing Guidelines

Social Media Marketing for Insurance Agents

Do’s and Don’ts of Medicare Compliance ǀ ASG005 

What’s New in the 2019 Medicare Communications and Marketing Guidelines? ǀ ASG083

 

More episodes you’ll like:

 

Do’s and Don’ts of Medicare Compliance | ASG005

Medicare compliance starts with CMS and the Medicare Communications and Marketing Guidelines. We break down what’s allowed – and what’s not – in this can’t-miss episode. 

What’s New in the 2019 Medicare Communications and Marketing Guidelines? | ASG083

Stay compliant with the new CMS Medicare guidelines. We unpack the biggest changes to the 2019 MCMG that you need to know about.

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.

 

The latest from Agent Survival Guide:

 

4 Perks of Being a Part-Time Insurance Agent

How Medicareful Helps You Sell Ancillary Products

How to Pitch Medicare Medicare Savings Accounts (MSAs)

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

asg_podcast_episode_footer_image_1200x200_social_media_ebook_q3_b.jpg

Are Your Medicare Marketing Materials Compliant? ǀ ASG121
What to Know about SOAs in Senior Market Sales ǀ ASG092