Compliance Corner

Compliance Corner -An Overview of the Latest Medicare Marketing Rules

Date | Time

Thursday, May 18, 2023
1:00PM – 2:00PM


CMS released a final rule at the beginning of April that revises regulations governing Medicare Advantage and Medicare Part D, including marketing requirements that directly impact independent agents. This is the second major regulation on Medicare marketing practices that affect independent agents.

As our Medicare agent members are well aware, a first final rule went into effect this past October that outlined several new marketing requirements, including mandating that any telephonic “marketing” calls with beneficiaries or potential beneficiaries be recorded, among others. The second rule released at the beginning of April clarifies certain aspects of the first rule, along with introducing new regulations related to scope-of-appointment forms, distribution of beneficiary information, and more.

On Thursday, May 18 at 1:00 p.m. Eastern Time, President of The Brokerage Inc and Chair of NABIP Medicare Advisory Group Mike Smith, along with NABIP staff, will review the most recent final rule.

The session is limited to 1,000 participants; if you can't make it or it fills up, the session will be recorded and the slides and webinar recording will be posted online. Continuing Professional Credits (CPC) can be obtained by RHU®, ChHC® and REBC® graduates who attend for the full duration of this webinar offering.