Last edited time
Sep 3, 2025 9:39 PM
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Marketing
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Enrollment
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Events & seminars
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Medicare supplements
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Allegations
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Other
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Frequently Asked Questions
Can an agent use the word Medicare or a picture of a Medicare card when advertising/marketing?
How does CMS define marketing materials vs communication materials?
What are the guidelines for marketing to non-English speaking populations?
How do I request an interpreter for non-English speaking and limited English proficient (LEP) individuals?
What are the requirements for submitting marketing materials to CMS, when do I need to submit and how long does it take for CMS to review ?
Do I need to submit (a) translated versions (b) alternate format versions of of already-approved material?
What is a SMID?
I want to mail prospects across zip codes, and direct them to a website where I market to them across zip codes. I operate in multiple states and doesn't know who might come to the website. What disclaimers need to be on the mailer and the website?
What are the restrictions on marketing activities during the Open Enrollment Period (OEP)?
When are agents allowed to market Plans for the following calendar year?
What is Permission to Contact (PTC) for Medicare Sales and when do I (as an agent) need it? What are the rules around prospecting for Medicare clients?
What is a Scope of Appointment (SOA)? When does an agent need it? How long is it valid?
What needs to be conveyed in the first minute of a sales call?
What are the rules about call recordings?
What are the rules for hosting an Educational Event/Seminar?
What are the rules for hosting a Sales(Marketing) Event?
What are the rules for offering nominal gifts to beneficiaries?
Do I have to follow the same CMS Marketing rules when selling Medicare Supplements?
I received an allegation from a Carrier. What should I do?
Can I enroll someone in a plan in a state I am not licensed in or for a carrier I am not contracted/appointed/RTS with?
Can a licensed pharmacist also get licensed to sell health insurance products, Medicare included?
I received notice about a New York cybersecurity requirement. What do I do?