< Agent Blog
May
19
,
2022

Loosened CMS Guidelines for Educational Events

May 19, 2022

Exciting News About Educational Events!

Recent updates to the CMS guidelines have loosened some of the restrictions for educational events! Now you can host a Medicare educational event with less confusion and fewer compliance regulations.

Were you held back because you could not set up appointments at an educational event, so you felt it was a waste of your time? Not anymore…

The biggest change? Marketing events can now directly follow an educational event, as long as the beneficiaries attending are made aware of the change and given the opportunity to leave prior to the beginning of the marketing event. This means that agents can now set up appointments directly following educational events if it is made clear that the agent is “shifting gears”. Click this link to see the updated guideline.

What else can you do at educational events?:

  • Distribute communications materials.
  • Answer beneficiary-initiated questions pertaining to MA plans
  • Set up future personal marketing appointments.
  • Distribute business cards.
  • Obtain beneficiary contact information, including Scope of Appointment forms.

 

IMPORTANT NOTE: Educational events must be advertised as such and be designed to generally inform beneficiaries about Medicare, including Medicare Advantage, Prescription Drug programs, or any other Medicare program. At educational events, agents may not market specific MA plans or benefits. Click on this link for more information.

 

Still worried about staying compliant or need help getting prospects, no fear! CareValue’s partnership with LeadJig can help! With LeadJig’s seminar marketing, they handle marketing for your event using direct mail, digital(social media), and email avenues to get you high-quality results with qualified prospects.  

 

View Details >View Details >

Questions? Call us at 855-888-8326.

Don't have a MedCareValue page yet?

Get Your FREE Site >

Posts you may be interested in...

Read More

Don’t miss out on competitive Medicare Supplement rates.

June 24, 2025
Agent Blog Icon - Indicates this is a blog article.

Take advantage of coast-to-coast market-leading Med Supp rates.

Read More

What's New at Gerber Life

June 24, 2025
Agent Blog Icon - Indicates this is a blog article.

Gerber Life is pleased to share the latest updates and newly released materials from Gerber Life Independent Distribution.

Read More

Get Ready: NCD’s New Accident Plan Is Almost Here!

June 24, 2025
Agent Blog Icon - Indicates this is a blog article.

NCD is excited to let you know about a brand-new insurance option coming soon!

Read More

Molina Medicare Plans No Longer Offered in Virginia

June 23, 2025
Agent Blog Icon - Indicates this is a blog article.

Please be advised that Molina Healthcare will no longer be contracted with the Department of Medical Assistance Services in Virginia effective June 30, 2025.

Read More

UnitedHealthcare: JarvisWRAP for June 23

June 23, 2025
Agent Blog Icon - Indicates this is a blog article.

Exclusive recognition programs plus marketing to boost your reach

Read More

Excellus BCBS Broker News Vol. 20 No. 6 Special Issue

June 20, 2025
Agent Blog Icon - Indicates this is a blog article.

Current Injectable GLP-1 Mail Order Prescriptions From Express Scripts Pharmacy Transitioning To EnGuide Pharmacy

Who we are & what we do.

Choosing an FMO to work with is not just about having access to top insurance products and commissions, it’s about finding a one-on-one agent service that is prepared to meet your needs.  

Get to know us, and see how we can help you take your business to the next level.

Learn More

Helpful Links

New Here?

We love meeting new people! Fill out the form below, and one of our sales directors will get in touch with you shortly.

Thank you! Your form has been received!
Oops! Something went wrong while submitting the form