Kathy Roe, Managing Attorney, Health Law Consultancy, speaks with Helaine Fingold, Partner, Epstein Becker Green PC, and Laurie Poulos, General Counsel and Chief Compliance Officer, TRANZACT, about the tension between the Centers for Medicare & Medicaid Services (CMS) and state insurance departments over Medicare Advantage (MA) marketing. They discuss where things stand now and how Medicare Advantage Organizations and agents/brokers can navigate this environment. They also discuss what CMS has had to say about artificial intelligence (AI) and MA marketing, and where CMS and state insurance departments may have concerns about the application of AI to MA marketing. Helaine co-authored a Health Law Connections article about this topic. From AHLA’s Payers, Plans, and Managed Care Practice Group.

Watch this episode: https://www.youtube.com/watch?v=dD4LVRU4zLg

Read Helaine’s Health Law Connections article: https://www.americanhealthlaw.org/content-library/connections-magazine/2026/may-june-2026/managed-care-who-calls-the-shots-state-and-federal

Learn about AHLA’s Payers, Plans, and Managed Care Practice Group: https://www.americanhealthlaw.org/practice-groups/practice-groups/payers-plans-and-managed-care

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