Rules for Hosting a Compliant Medicare Educational Event

10/03/23 • 10 min

Ensure CMS compliance by reviewing rules and guidelines before hosting a Medicare educational event. Find out what you need to know, plus resources to learn more! all in this episode. Read text version Have questions?

Ask the ASG online: https://bit.ly/askasg

Email us at [email protected]

Call 1-717-562-7211 and leave a voicemail.

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/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel

Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Resources:

Agent Apps | Apps for Professional Networking & Events: https://agentsurvivalguide.podbean.com/e/agent-apps-apps-for-professional-networking-events/

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’ New Definition of Marketing & How It Affects Agents Selling Medicare Plans: https://agentsurvivalguide.podbean.com/e/cms-new-definition-of-marketing-how-it-affects-agents-selling-medicare-plans/

Cybersecurity Best Practices for Insurance Agents: https://agentsurvivalguide.podbean.com/e/cybersecurity-best-practices-for-insurance-agents/

Do’s and Don’ts of Medicare Compliance: https://www.ritterim.com/blog/dos-and-donts-of-medicare-compliance/

How to Organize a Turning 65 Seminar on a Budget: https://agentsurvivalguide.podbean.com/e/how-to-organize-a-turning-65-seminar-on-a-budget/

How to Overcome Common Insurance Sales Objections ft. Dan Ford: https://agentsurvivalguide.podbean.com/e/how-to-overcome-common-insurance-sales-objections-ft-dan-ford/

References:

Medicare Marketing Guidelines: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines

The Federal Register: https://www.federalregister.gov/

Ask the ASG online: https://bit.ly/askasg

Email us at [email protected]

Call 1-717-562-7211 and leave a voicemail.

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/

Resources:

Agent Apps | Apps for Professional Networking & Events: https://agentsurvivalguide.podbean.com/e/agent-apps-apps-for-professional-networking-events/

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/

Cybersecurity Best Practices for Insurance Agents: https://agentsurvivalguide.podbean.com/e/cybersecurity-best-practices-for-insurance-agents/

Do’s and Don’ts of Medicare Compliance: https://www.ritterim.com/blog/dos-and-donts-of-medicare-compliance/

How to Organize a Turning 65 Seminar on a Budget: https://agentsurvivalguide.podbean.com/e/how-to-organize-a-turning-65-seminar-on-a-budget/

How to Overcome Common Insurance Sales Objections ft. Dan Ford: https://agentsurvivalguide.podbean.com/e/how-to-overcome-common-insurance-sales-objections-ft-dan-ford/

References:

Medicare Marketing Guidelines: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines

The Federal Register: https://www.federalregister.gov/

Previous Episode

Countdown to AEP 2024

The Friday Five for September 29, 2023:

Countdown to AEP 2024
2024 Medicare Advantage Premiums and Deductibles
Medicare & Social Security Nuances to Remember
Medicaid Redetermination Issues
Meta Enters the AI Fray

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/

Resources:

5 Pillars of Integrity ft. Jason Meyers: https://agentsurvivalguide.podbean.com/e/5-pillars-of-integrity-ft-jason-meyers/

2024 CMS Compliance Regulation Updates for Agents ft. Alyson Seighman: https://agentsurvivalguide.podbean.com/e/2024-cms-compliance-regulation-updates-for-agents-ft-alyson-seighman/

Ask the Agent Survival Guide! https://agentsurvivalguide.podbean.com/e/ask-the-asg/

How AI Chat Bots Can Assist with Marketing & Social Media: https://agentsurvivalguide.podbean.com/e/agent-apps-how-ai-chat-bots-can-assist-with-marketing-social-media/

Medicare Switching & AEP 2024: https://agentsurvivalguide.podbean.com/e/medicare-switching-aep-2024/

References:

7 Social Security and Medicare Quirks That Trip Up Advisors: https://www.thinkadvisor.com/2023/09/22/7-social-security-and-medicare-quirks-that-trip-up-advisors/

Biden teases forthcoming executive order on AI: https://www.cnn.com/2023/09/27/tech/joe-biden-executive-order-artificial-intelligence/index.html

CMS says 500K will regain Medicaid coverage as it takes aim at autorenewal issues: https://www.fiercehealthcare.com/regulatory/cms-says-500k-will-regain-medicaid-coverage-it-takes-aim-autorenewal-issues

Coverage for Half a Million Children and Families Will Be Reinstated Thanks to HHS’ Swift Action: https://www.cms.gov/newsroom/press-releases/coverage-half-million-children-and-families-will-be-reinstated-thanks-hhs-swift-action

Everything Coming to Netflix, Disney+, MAX & Other Major Streaming Services in October 2023: https://comicbook.com/movies/news/october-2023-streaming-new-movies-tv-shows-netflix-disney-plus-max/#4

Facebook and Instagram will soon get a slew of AI-powered creator tools: https://www.theverge.com/2023/9/27/23892231/meta-generative-ai-image-editing-stickers-instagram-facebook-whatsapp

Hollywood Writers Strike Ends: Deal Finalized After 148 Days Of Work Stoppage: https://www.forbes.com/sites/anafaguy/2023/09/27/hollywood-writers-strike-ends-deal-finalized-after-148-day-work-stoppage/?sh=378d343e8cbf

IRMAA 2023 For M...

Next Episode

Rules for Hosting a Compliant Medicare Sales Event

Sales events are a great way to generate Medicare leads. Learn best practices and how to stay CMS compliant while hosting a Medicare sales event in this episode! Read text version Follow Us on Social!

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/

Resources:

3 Easy Ways to Build Your Insurance Sales Territory: https://agentsurvivalguide.podbean.com/e/3-easy-ways-to-build-your-insurance-sales-territory/

4 Effective Techniques for Closing Insurance Sales: https://agentsurvivalguide.podbean.com/e/4-effective-techniques-for-closing-insurance-sales/

Apps for Professional Networking & Events: https://agentsurvivalguide.podbean.com/e/agent-apps-apps-for-professional-networking-events/

Community-Based Marketing for Insurance Agents: https://agentsurvivalguide.podbean.com/e/community-base-medicare-marketing-for-insurance-agents/

How to Overcome Common Insurance Sales Objections ft Dan Ford: https://agentsurvivalguide.podbean.com/e/how-to-overcome-common-insurance-sales-objections-ft-dan-ford/

Ritter Docs Site - Carriers: https://docs.ritterim.com/products/carriers/

Rules for Hosting a Compliant Medicare Educational Event: https://agentsurvivalguide.podbean.com/e/rules-for-hosting-a-compliant-medicare-educational-event-2023

References:

Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V