Most insurance agents appear to spend most of their time trying to figure out all of the rules and regulations of compliance. But compliance doesn't have to be that complicated, especially if you follow all of the rules CMS has set up.

In this episode of The Broker Link, The Brokerage Inc. Compliance Director, Diana McElroy, and Training Specialist Ivonne Acuna talk about all of marketing & communications guidelines agents need to follow to be compliant. They will also address other topics like websites, disclaimers, TV and social media, company titles, complaints and a lot more.

When it comes to marketing and communications guidelines, Diana suggests:

1. Keep it simple & generic
2. Be transparent in order to build trust
3. Use pre-approved materials
4. Clairify if your event is educational or a sales event
5. Use common sense

If you have any questions for Diana or her team at The Brokerage Inc., email her at [email protected]. To file a complaint with CMS, email [email protected].

As always you can learn more about The Brokerage Inc. online at www.thebrokerageinc.com. There you can also find a list of upcoming Compliance trainings under our Resources tab. Mark your calendars, the next compliance training is coming up on August 10th at 10 am CST.