Do's and Don'ts of Medicare Compliance

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Do's and Don'ts of Medicare Compliance

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As a certified insurance agent, staying CMS compliant is a crucial component to your success. Listen to this episode for a mini crash-course on best practices, guidelines, and resources to stay compliant. Read the text version 🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. Resources: FAQs About the Medicare Call Recording Requirements FAQs & Guidelines on Compliant Medicare Marketing Materials Guidelines for Sharing Personal Beneficiary Data with Other TPMOs How to Stay Compliant During All Medicare Sales Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You IntegrityCONNECT Login Learn more about PlanEnroll Ritter's Preferred Partners What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales Rules for Hosting a Compliant Medicare Educational Event What Agents Can't Say During Medicare Sales Appointments What CMS Requires Agents to Discuss Prior to Medicare Enrollments What Not to Say During Medicare Educational and Sales Events Where It All Begins: Obtaining Permission to Contact for Medicare Sales References: “Medicare Advantage Communication Requirements.” Federal Register, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 19 Nov. 2025. “Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 19 Nov. 2025. “Part D Communication Requirements.” Federal Register, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V. Accessed 19 Nov. 2025. “Federal Register.” Federal Register, https://www.federalregister.gov/. Accessed 19 Nov. 2025. Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ Not affiliated with or endorsed by Medicare or any government agency.

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