Agent Survival Guide Podcast

Do’s and Don’ts of Medicare Compliance

October 20, 2020



Need a recap on Medicare compliance this AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2021. We’ll go over what’s allowed — and what’s not — in this updated episode of the ASG Podcast.


Read the text version.


Learn more about 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


More episodes you’ll like:


October 16, 2020 | The Friday Five

The Friday Five for October 16, 2020: Medicare Advantage carrier recommendations for 2021, SSA announces COLA for 2021, webinars for insurance agents selling Medicare, ways to quickly relax, and a recap from Apple’s Hi, Speed event.

Are Your Medicare Marketing Materials Compliant?

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.

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.

Staying Compliant Without Compromising Salesmanship

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.

Why Go About Your Business in an Ethical Compliant Fashion

Maintaining CMS compliance while selling Medicare is crucial to the success of your insurance business. But why? In this episode, we're answering that question a few different ways as we look at the "why" behind running a compliant insurance agency.


The latest from Ritter’s Blog:


Major Changes Coming to the MA & PDP Market for 2021

Thinking of selling Medicare Advantage and prescription drug plans for 2021? This is the year to give it a try! Here’s why.

Get Your Medicare Advantage Sales Contracts Here – Recommendations for 2021

We’re now entering the AEP season, and there’s still an opportunity to contract with competitive plans in your area through Ritter. Agents can view a map of our available carriers and products in your state. 

How Much Can Insurance Agents Make Selling Medicare?

If you’re considering selling Medicare, you likely want to know how much you can earn from it. We’re covering the basics, including how working with an FMO can affect your commissions, to give you a good idea!


Subscribe & Follow:


Apple Podcasts

Google Podcasts






Connect on social:








Podbean App

Play this podcast on Podbean App