UPMC TPMO Marketing Disclaimer

The Centers for Medicare & Medicaid Services (CMS) is requiring that all material given to a Medicare beneficiary from an authorized agent must include the following disclaimer, beginning Oct. 1, 2022: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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This includes personalized marketing materials as well as enrollment kits, plan comparison guides, seminar PowerPoints, and any flier that includes UPMC for Life plan and/or benefit information.

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To ensure that you are compliant with this new guideline, use the attached sticker and contact card template.

• You are required to add the sticker to all sales material that may already be printed and shipping shortly, like enrollment kits, plan comparison guides, and seminar PowerPoints.
• Any signage that you are currently displaying or will display at meetings, events, presentations, or around your office, will need to have the disclaimer sticker added.
• Complete the contact card template with your name, phone number, and email address. You must pass this out at all in-person meetings, including home visits and presentations.

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TPMO disclaimer sticker template―stickers can be printed 2”x3” or 2”x4” and font size must be 12pt.

TPMO disclaimer contact card template

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If you have any questions on this new guidance or how to make sure you are staying compliant, please contact your broker manager. Please note that UPMC for Life will be randomly auditing our authorized agents on their use of this disclaimer.