< Agent Blog

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

Excellus BCBS Medicare Broker News Vol. 5 No. 11

December 4, 2023
Agent Blog Icon - Indicates this is a blog article.

Member Updates For The New Year | 2024 Med Supp Sales Kits Now Available

Read More

Empire: Submit AEP applications by Dec 7

December 1, 2023
Agent Blog Icon - Indicates this is a blog article.

ALL applications must be submitted no later than 11:59 p.m. on December 7, 2023.

Read More

UnitedHealthcare Announces Amazon as New OTC Online Fulfillment Partner

November 30, 2023
Agent Blog Icon - Indicates this is a blog article.

Beginning in 2024, UnitedHealthcare is expanding member value by working with Amazon

Read More

Highmark: It's the AEP Home Stretch!

November 30, 2023
Agent Blog Icon - Indicates this is a blog article.

Resources, Updated HRA Submission Guidelines, and more!

Read More

Anthem: Dollar General is Now in the Grocery Network

November 29, 2023
Agent Blog Icon - Indicates this is a blog article.

Anthem Medicare Advantage members now have more choices when using their Grocery benefit allowance.

Read More

Excellus BCBS Broker News Vol. 18 No. 11

November 27, 2023
Agent Blog Icon - Indicates this is a blog article.

Gag Clause Prohibition Attestation | Sunsetting Wellbeing Programs | Preferred Value Formulary

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