Rules for Hosting a Compliant Medicare Sales Event

10/25/22 • 15 min

Have you been thinking about hosting a Medicare Sales Event? It’s a great way to grow your business and get to know people in the community! Listen to learn the best practices for hosting a CMS compliant Medicare Sales 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:

3 Ways to Build Your Insurance Sales Territory: https://link.chtbl.com/ASG311

Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG460

Ritter Docs Carrier Pages: https://docs.ritterim.com/carriers/products/

Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG473

References:

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

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:

3 Ways to Build Your Insurance Sales Territory: https://link.chtbl.com/ASG311

Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You: https://link.chtbl.com/ASG460

Ritter Docs Carrier Pages: https://docs.ritterim.com/carriers/products/

Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG473

References:

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

Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V

Previous Episode

Celebrating Every Step of the Process | Monday Motivation

Join the ASG for another Monday Motivation! This week Tina shares what motivates her to reach her goals and how she tracks progress. More episodes you'll like:

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

10 Tips to Submitting an Error-Free Application

The Agent Survival Guide team has put together 10 Tips for submitting a pristine application. We’re here to make your business run smoother and your AEP less stressful! Read the text version

Call Ritter at 1-800-769-1847

Contact Your Sales Specialist: https://www.ritterim.com/meet-your-sales-team/

Leave a voicemail for the podcast: 1-717-562-7211

Not registered with Ritter yet? Fill out a short form to get started! https://app.ritterim.com/public/registration/

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:

Agent Apps | Work-On-the-Go: Document Scanner Apps: https://agentsurvivalguide.podbean.com/e/agent-apps-work-on-the-go-document-scanner-apps/

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

Learn More About How to Get Your Medicareful Site: https://www.ritterim.com/agent-tools/medicareful/

The Ritter Platform – See how it works and get registered: https://www.ritterim.com/agent-tools/the-ritter-platform/

The Ritter Platform Launches New eScope, FastTrack App, & Profile Features: https://www.ritterim.com/blog/the-ritter-platform-launches-new-escope-fasttrack-app-profile-features/

What to Know about SOA’s in Senior Market Sales: https://www.ritterim.com/blog/what-to-know-about-soas-in-senior-market-sales/

References:

How to use Airdrop with your iPhone or iPad: https://support.apple.com/en-us/HT204144

Share of those 65 and older who are tech users has grown in the past decade: https://www.pewresearch.org/fact-tank/2022/01/13/share-of-those-65-and-older-who-are-tech-users-has-grown-in-the-past-decade/

Social Security Administration (SSA) Monthly Data for Retirement Insurance Applications Filed via the Internet: https://www.ssa.gov/open/data/retirement-insurance-online-apps-2012-onward.html

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