Created

Mar 19, 2025 2:56 PM

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Helpful Resources

📛Compliant Titles

☎️Disclaimers

Hosting a Sales(Marketing) Event Rules

• Sales/Marketing events are designed to steer or attempt to steer members or consumers toward a specific plan or a limited set of plans or for plan-specific retention activities.
• Sales/Marketing Events must be filed with CMS through a Carrier no less than 7 calendar days prior to the date of the event for formal and informal events.  (not one-on-one appointments).
• Meals are NOT allowed at a Sales/Marketing Event.  You may provide light snacks and refreshments provided that items could not be reasonably considered a meal.
• Agents may not schedule sales/marketing events to take place within 12 hours of an educational event at the same location. The same location is defined as the entire building or adjacent buildings. Educational information may be presented at a sales/marketing event, but the sales/marketing event must be accurately identified as sales/marketing.
• Marketing Events cannot require sign-in sheets or require attendees to provide contact information as a prerequisite for attending an event
• At Marketing Events, you cannot conduct health screenings, health surveys or other activities that may be perceived as, or used for, “cherry picking” or targeting a subset of beneficiaries
• At Marketing Events, you cannot use information gathered for raffles or drawings for any purpose other than that.

The Medicare Communications and Marketing Guidelines (MCMG) defines 2 types of Sales/Marketing Events, Formal and Informal.

• Formal:  In-person on Online Presenter style, where an agent presents a specific plan from a carrier.
• Informal:  Booth, Kiosk or other less structured events (having a booth or table inside a retail store such as CVS, Walgreens, Walmart, etc.)

Offering Nominal Gifts to Beneficiaries

CMS prohibits offering gifts to beneficiaries unless the gifts are of “nominal” value.

How to File Events with Carriers