Agent Survival Guide Podcast

CMS Compliance Memo & TPMO Frequently Asked Questions | The Friday Five


Listen Later

 

Did you see the compliance memo CMS sent out last week? We did, and we're doing a deep dive on what CMS found, actions they're taking, and what agents like you should focus on!

 

Need a call recording solution? Learn more about CallVault: https://www.ritterim.com/blog/the-ritter-platform-launches-callvault-for-compliant-medicare-sales-call-recording/

 

Email the Agent Survival Guide Podcast at [email protected] (Send us your questions, let us know what topics you love, what do you want to hear more about?)

Call the Agent Survival Guide Podcast at 1-717-562-7211 (Ask us questions, recommend episode topics, be a guest on our show!)

 

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 Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance

Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/

Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

 

Compliance Resources:

 

5 Things About CallVault (Compliant Medicare Sales Call Recording): https://link.chtbl.com/ASGF20220923

Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean For You: https://link.chtbl.com/ASG460

Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG473

Rules for Hosting a Compliant Medicare Sales Event: https://link.chtbl.com/ASG474

What Agents Can’t Say During Medicare Sales Appointments: https://link.chtbl.com/ASG472

 

References:

 

CMS Monitoring Activities and Best Practices during the Annual Election Period: https://www.ritterim.com/documents/2022-10-19-cms-memo.pdf

Contract Year 2023 Medicare Advantage Marketing Policies – Frequently Asked Questions: https://www.cms.gov/files/document/agent-broker-marketing-faqs-10-19-2022.pdf

Elon Musk makes splashy visit to Twitter headquarters carrying sink: https://www.theguardian.com/technology/2022/oct/26/elon-musk-twitter-visit-sink

Elon Musk: Twitter won't become a "free-for-all hellscape": https://www.axios.com/2022/10/27/elon-musk-twitter-free-speech-advertisers

Elon Musk visits Twitter carrying sink as deal looms: https://www.bbc.com/news/business-63408384

 

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Agent Survival Guide PodcastBy Sarah J. Rueppel | Ritter Insurance Marketing

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