Insure Your Health

Medicare Compliance: Essential Tips for Agents and Brokers


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What does it really mean to stay compliant in Medicare sales? Sometimes, we hear about changes to broker compensation, new rules for sharing beneficiary information, and best practices for telephonic selling.   But what do these updates mean for agents, FMOs, and beneficiaries? 

Shelley Segal has spent decades navigating Medicare compliance and working with organizations, agents, and health plans to build better, safer practices for everyone involved. She’s here to walk us through:

  • What’s changing with CMS final regulations

  • Securing and sharing beneficiary data the right way

  • Avoiding common mistakes that could put a business at risk

Learn more about Segal Medical Experts here.

Contact Shelley at [email protected].

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Learn more about Erin's company, Black Point Insurance here.

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Insure Your HealthBy Erin Ackenheil