December 06, 2025

Do's and Don'ts of Medicare Compliance

29 minutes

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

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💌Send feedback, questions, and topic suggestions to [email protected] 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.

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Not affiliated with or endorsed by Medicare or any government agency.

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By Sarah J. Rueppel | Ritter Insurance Marketing

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