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What Agents Can’t Say During Medicare Sales Appointments
Serve your clients and stay CMS compliant. That’s your priority as an insurance agent. Here at Ritter, we’re happy to help! Check out this episode for a refresher on what you can’t say during Medicare sales appointments and why.
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:
4 Tips for Making a Better Insurance Sales Pitch
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You
Meet Your Ritter Sales Team
PlanEnroll
The Insurance Agent’s Guide to Generating Referrals FREE eBook Download
What Are the ACA Marketplace Alternatives for Health Insurance?What Are the CMS Medicare Gift Rules?
What to Know About SOAs in Medicare Health and Prescription Drug Sales
References:
“2024 Medicare Advantage and Part D Final Rule (CMS-4201-F).” CMS.Gov, Centers for Medicare & Medicaid, www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f. Accessed 10 Nov. 2025.
Wrage, Alexandra. “Bribery Is Bad... for Business.” Forbes, Forbes Magazine, 25 Jan. 2017, www.forbes.com/sites/alexandrawrage/2017/01/25/bribery-is-bad-for-business/.
Freed, Meredith, et al. “Medicare Advantage 2025 Spotlight: A First Look at Plan Offerings.” KFF, 15 Nov. 2024, www.kff.org/medicare/medicare-advantage-2025-spotlight-a-first-look-at-plan-offerings/.
“Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 10 Nov. 2025.
“Subpart V—Medicare Advantage Communication Requirements.” Federal Register, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 10 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
Serve your clients and stay CMS compliant. That’s your priority as an insurance agent. Here at Ritter, we’re happy to help! Check out this episode for a refresher on what you can’t say during Medicare sales appointments and why.
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:
4 Tips for Making a Better Insurance Sales Pitch
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You
Meet Your Ritter Sales Team
PlanEnroll
The Insurance Agent’s Guide to Generating Referrals FREE eBook Download
What Are the ACA Marketplace Alternatives for Health Insurance?What Are the CMS Medicare Gift Rules?
What to Know About SOAs in Medicare Health and Prescription Drug Sales
References:
“2024 Medicare Advantage and Part D Final Rule (CMS-4201-F).” CMS.Gov, Centers for Medicare & Medicaid, www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f. Accessed 10 Nov. 2025.
Wrage, Alexandra. “Bribery Is Bad... for Business.” Forbes, Forbes Magazine, 25 Jan. 2017, www.forbes.com/sites/alexandrawrage/2017/01/25/bribery-is-bad-for-business/.
Freed, Meredith, et al. “Medicare Advantage 2025 Spotlight: A First Look at Plan Offerings.” KFF, 15 Nov. 2024, www.kff.org/medicare/medicare-advantage-2025-spotlight-a-first-look-at-plan-offerings/.
“Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 10 Nov. 2025.
“Subpart V—Medicare Advantage Communication Requirements.” Federal Register, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 10 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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