Rules for Hosting a Compliant Medicare Educational Event

10/20/22 • 13 min

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/

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

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

Previous Episode

Agent Apps | Apps to Help Get Organized with Household Chores

Looking for ways to make household chores more organized and simpler? Tina has two apps for you that gamify chores and get the whole family involved.

Sweepy: https://sweepy.app/

OurHome: http://ourhomeapp.com/

20 Ways to Relax & Relieve Stress in 2022: https://agentsurvivalguide.podbean.com/e/20-ways-to-relax-relieve-stress-in-2022/

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/

Next Episode

The Great Unwinding, Student Loans, & Apple iPads | The Friday Five

The Friday Five for October 21, 2022:

COVID-19 Public Health Emergency & The Great Unwinding
Update on COVID-19 Bivalent Boosters for Kids
Federal Student Loan Debt Forgiveness Info
IRS Announces 2023 Inflation Adjustments
Apple Unveils New iPads, Release Date for iPad OS 16

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/

References:

10 Things to Know About the Unwinding of the Medicaid Continuous Enrollment Requirement: https://www.kff.org/medicaid/issue-brief/10-things-to-know-about-the-unwinding-of-the-medicaid-continuous-enrollment-requirement/

Apple’s new entry-level iPad just got more expensive: https://www.washingtonpost.com/technology/2022/10/18/apple-ipad-2022-redesign-price/

Apple unveils completely redesigned iPad in four vibrant colors: https://www.apple.com/newsroom/2022/10/apple-unveils-completely-redesigned-ipad-in-four-vibrant-colors/

CDC Expands Updated COVID-19 Vaccines to Include Children Ages 5 Through 11: https://www.cdc.gov/media/releases/2022/s1012-COVID-19-Vaccines.html

Declarations of a Public Health Emergency: https://aspr.hhs.gov/legal/PHE/Pages/default.aspx

FACT SHEET: President Biden Announces Student Loan Relief for Borrowers Who Need It Most: https://www.whitehouse.gov/briefing-room/statements-releases/2022/08/24/fact-sheet-president-biden-announces-student-loan-relief-for-borrowers-who-need-it-most/

Feds release preliminary application for student loan forgiveness; relief to come later: https://www.usatoday.com/story/news/education/2022/10/14/student-loan-forgiveness-beta-application-form-test/10502156002/

Inflation Adjustments Mean Lower Tax Rates for Some in 2023: https://www.nytimes.com/2022/10/18/business/irs-tax-rates-inflation-2023.html

IRS provides tax inflation adjustments for tax year 2023: https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2023

IRS Sets Higher 2023 Tax Brackets, Standard Deductions And Other Inflation Adjustments: https://www.forbes.com/sites/janetnovack/2022/10/18/irs-sets-higher-2023-tax-brackets-standard-deductions-and-other-inflation-adjustments/

KFF Analysts Find That Between 5.3 Million and 14.2 Million People Could Lose Medicaid Coverage Following the End of the Public Health Emergency and Continuous Enrollment Requirement, With an Unknown Number Able to Find New Coverage: