Agent Survival Guide Podcast

Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You


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CMS implemented new Third-Party Marketing Organization (TPMO) compliance regulations in their Final Rule for 2023. Get the details on disclaimers and a checklist to help you review your marketing materials (website included!) prior to AEP. 

Read the text version

Have compliance questions? Reach out to our compliance team by email: [email protected]

 

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/christina-lamoreux-6384b7199/

 

Resources:

 

Our Plan to Help Agents Record Calls for Medicare Sales & SOAs: https://www.ritterim.com/blog/our-plan-to-help-agents-record-calls-for-medicare-sales-soas/

What Not to Say During Medicare Educational and Sales Events: https://www.ritterim.com/blog/what-not-to-say-during-medicare-educational-and-sales-events/

 

References:

 

CMS Issues New Rule Liming Third-Parties Who Conduct Medicare Advantage Marketing: https://www.reedsmith.com/en/perspectives/2022/06/cms-issues-new-rule-limiting-thirdparties

Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V

Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs: https://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and

Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V

 

 

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

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