< 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 MedicareValue page yet?

Get Your FREE Site >

Posts you may be interested in...

Read More

UPMC: The countdown begins…

December 1, 2022
Agent Blog Icon - Indicates this is a blog article.

Although there’s still plenty of time to close more business, it’s not too early to express how proud UPMC is of the hard work and dedication you’ve shown.

Read More

IMPORTANT UPDATES from Humana - ID Cards / Member Transition in book of business / Medicaid status letters / Welcome letters DSNP RX copays

December 1, 2022
Agent Blog Icon - Indicates this is a blog article.

Along with amazing strides in growth and strategy comes some noise. Humana makes an effort to share updates the minute they are aware of issues in order to help create a strategy to reduce stress.

Read More

Wellcare: Weekly News - 11/30 Edition

December 1, 2022
Agent Blog Icon - Indicates this is a blog article.

With one week remaining until the last day of AEP, Wellcare wants to share some important updates that will assist you in supporting your clients.

Read More

California Law Requires Licensees to Include Their License Number on Emails

December 1, 2022
Agent Blog Icon - Indicates this is a blog article.

A new CA state law requires most insurance producers (including Accident and Health, or Sickness Agents) to include their license number on all emails. 

Read More

AETNA Don't miss out on helpful resources for your clients

December 1, 2022
Agent Blog Icon - Indicates this is a blog article.

Help your clients get the most out of their Aetna benefits and Enhancements to 2023 Medicare member ID cards

Read More

Say Hello to Cigna's New Dental Broker Manager!

December 1, 2022
Agent Blog Icon - Indicates this is a blog article.

Introducing the newest IFP Broker Management team member

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