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Do's and Don'ts of Medicare Compliance
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 [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.
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.
View all episodes
By Sarah J. Rueppel | Ritter Insurance Marketing
4.6
4141 ratings
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 [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.
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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