As a result of beneficiaries receiving misleading or inaccurate information, the Centers for Medicare & Medicaid Services (CMS) has monitored Medicare marketing practices through increased "secret shopping."

CMS required TPMOs to obtain prior express written consent from the beneficiary before sharing their personal information. This affects Medicare insurance lead sharing, but how?

Agents who sell Medicare Advantage and Part D must discuss specific CMS-required topics with beneficiaries prior to enrollment. We list those requirements here, so you can more easily stay compliant!

Life as an agent before Medicare's Annual Enrollment Period is a flurry of contracting and certifying. But there's another C that's even more important: Compliance.

For those new to Medicare Advantage and prescription drug plan sales and marketing, Scopes of Appointment (SOAs) can be a foreign idea. But the basics of SOAs play a major role in the industry.

Want to host a Medicare educational event or a Medicare sales event? It's important to know that there are certain things you can and cannot say during these events!

You have to start somewhere with a potential Medicare client, and while it might be tempting to jump right in and start selling, you can't.

The Centers for Medicare & Medicaid Services (CMS) have some strict rules on what agents can and cannot say during Medicare sales appointments. Sometimes, pulling them out of the dense Medicare Advantage & Part D Communication Requirements can be tough and time-consuming. Here are some examples to help simplify things!

Recently, insurance companies have been making Medicare Advantage and prescription drug plans non-commissionable. If this has you wondering "Can you charge a consulting fee for Medicare advice?" you're not alone.

Events are often a great way to generate leads. What is allowed at seminars for the 2026 Annual Enrollment Period?