NABIP | Medicare Marketing Rule Resources

May

18

An Overview of the Latest Medicare Marketing Rule

May 18, 2023 | Compliance Corner – Medicare

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...

An Overview of the Latest Medicare Marketing Rule

May 18, 2023 | Compliance Corner – Medicare

Apr

07

CMS Releases 2024 Medicare Advantage and Part D Final Rule

April 07, 2023 | Legislative

CMS released the 2024 Medicare Advantage and Part D Final Rule, which contains several provisions that are directly relevant to our Medicare members. We discussed the regulation back when it was just a proposed rule in late December and – on this week’s Healthcare Happy Hour – NABIP’s Senior Vice President of Government Affairs Marcy M. Buckner is back to discuss the final rule and what you need to know!

CMS Releases 2024 Medicare Advantage and Part D Final Rule

April 07, 2023 | Legislative

Apr

07

CMS Releases 2024 Medicare Advantage and Part D Final Rule (NABIP summary)

April 07, 2023 | Medicare

CMS released a final rule on Wednesday, April 5, that revises regulations governing Medicare Advantage and Medicare Part D, including marketing requirements that directly impact independent agents. This "Washington Update" article summarizes the relevant portions of the regulation.

CMS Releases 2024 Medicare Advantage and Part D Final Rule (NABIP summary)

April 07, 2023 | Medicare

Apr

05

2024 Medicare Advantage and Part D Final Rule (CMS-4201-F)

April 05, 2023 | Medicare

This is a direct link to the second major Medicare marketing final rule that directly addresses agents, released in April 2023.

2024 Medicare Advantage and Part D Final Rule (CMS-4201-F)

April 05, 2023 | Medicare

Dec

02

Tell Your Senators to Exclude Independent Agents and Brokers from the Recording Requirements in MA Rule!

December 02, 2022 | Legislative

Send an Operation Shout today urging lawmakers to exclude independent agents and brokers from the Medicare Marketing Rule recording requirements.

Tell Your Senators to Exclude Independent Agents and Brokers from the Recording Requirements in MA Rule!

December 02, 2022 | Legislative

Oct

24

Rep. Marianette Miller-Meeks Sends Letter to CMS Requesting Temporary Suspension of Marketing Rule

October 24, 2022 | Medicare

Congresswoman Marianette Miller-Meeks (R-IA) sent a letter to CMS Administrator Chiquita Brooks-LaSure asking CMS to suspend the Medicare Marketing Rule for one year so that agents and brokers can properly implement the required systems.

Rep. Marianette Miller-Meeks Sends Letter to CMS Requesting Temporary Suspension of Marketing Rule

October 24, 2022 | Medicare

Oct

19

CMS Issues Official Guidance and FAQs on Medicare Marketing Rule Compliance

October 19, 2022 | Legislative

In this document from CMS, "Contract Year 2023 Medicare Advantage Marketing Policies – Frequently Asked Questions," the agency answers several FAQs, including: what entities are required to record, what types of calls are recorded, whether there is flexibility for smaller agents, and more.

CMS Issues Official Guidance and FAQs on Medicare Marketing Rule Compliance

October 19, 2022 | Legislative

Oct

19

CMS Monitoring Activities and Best Practices during the Annual Election Period

October 19, 2022 | Medicare

This memorandum informs Medicare Advantage (MA) organizations and Part D sponsors of CMS monitoring activities and sharing plan and sponsor best practices during the 2023 Annual Election Period (AEP), running from October 15 to December 7. This document underscores CMS’ concerns with marketing practices, reminds plans of their responsibilities and best practices, and explains CMS oversight.

CMS Monitoring Activities and Best Practices during the Annual Election Period

October 19, 2022 | Medicare

Sep

22

An Overview of the Medicare Marketing Final Rule

September 22, 2022 | Compliance Corner

This webinar conveys everything we know so far about these requirements and how you can comply with them.

An Overview of the Medicare Marketing Final Rule

September 22, 2022 | Compliance Corner

Sep

21

Ask a Compliance Question

September 21, 2022 | Legislative

If you have a specific question about you, your clients, or your businesses in regards to the Medicare marketing final rule, you can ask a question here and receive a personalized answer back within a few business days from our compliance experts.

Ask a Compliance Question

September 21, 2022 | Legislative

Sep

21

CMS Won’t Delay New MA Marketing Regs, Despite Broker Requests

September 21, 2022 | Medicare

NABIP and NABIP CEO Janet Trautwein were featured in an InsideHealthPolicy article highlighting the new Medicare marketing rule.

CMS Won’t Delay New MA Marketing Regs, Despite Broker Requests

September 21, 2022 | Medicare

Sep

19

Senator Susan Collins Sends Letter to CMS on Medicare Marketing Rule

September 19, 2022 | Medicare

Long-time NABIP ally Senator Susan Collins (R-ME) sent a letter to CMS Administrator Chiquita Brooks-LaSure asking CMS to provide further guidance about how individual agents and brokers are expected to comply with the new Medicare marketing regulations effective October 1.

Senator Susan Collins Sends Letter to CMS on Medicare Marketing Rule

September 19, 2022 | Medicare

Sep

16

CMS Provides Some Clarification on How to Comply with Medicare Marketing Final Rule

September 16, 2022 | Legislative

CMS provided some clarification in response to a letter NABIP submitted to the administration regarding the Medicare marketing final rule. CMS offered clarification on HIPAA requirements, the storage of call recordings, and whether Zoom constitutes an in-person meeting.

CMS Provides Some Clarification on How to Comply with Medicare Marketing Final Rule

September 16, 2022 | Legislative

Sep

16

CMS Provides Some Medicare Marketing Clarification

September 16, 2022 | Medicare

NABIP received some answers from CMS regarding questions we posed in a recent letter to the agency’s marketing division regarding the Medicare marketing final rule that is set to be implemented on October 1. This week also saw a new bill introduced on a very important Medicare issue, as well as the last primary elections of the season before we head into November. To discuss all of this and more, on this week’s episode of the Healthcare Happy Hour, are NABIP Vice Presidents of Congressional Affairs Chris Hartmann and John Greene.

CMS Provides Some Medicare Marketing Clarification

September 16, 2022 | Medicare

Sep

09

Take Action and Ask Lawmakers to Request a Delay in Implementation!

September 09, 2022 | Legislative

NABIP urges you to contact your member of Congress to request that CMS implement a delay of 6 to 12 months, during which CMS will work with stakeholders to develop marketing regulations that will protect beneficiaries while allowing them access to their trusted licensed independent agent or broker.

Take Action and Ask Lawmakers to Request a Delay in Implementation!

September 09, 2022 | Legislative

Sep

08

CY 2021 MA Enrollment and Disenrollment Guidance (Rules for MA Telephonic Recording of Enrollments)

September 08, 2022 | Legislative

NABIPB asked CMS if the agency will provide any further guidance for independent agents or for beneficiaries. The answer is no; the agency is pointing to CY 2021 MA Enrollment and Disenrollment Guidance, specifically section 40.1.3 that provides rules for MA Organization telephonic recording of enrollments, for further guidance at this time.

CY 2021 MA Enrollment and Disenrollment Guidance (Rules for MA Telephonic Recording of Enrollments)

September 08, 2022 | Legislative

Sep

07

NABIP Poses Questions to CMS Division of Surveillance, Compliance and Marketing

September 07, 2022 | Legislative

NABIP submitted a letter on September 7 to the CMS Division of Surveillance, Compliance and Marketing. If these requirements go into effect before the AEP, licensed agents and brokers will need guidance from the administration on how to comply with the regulations. Clear and concise answers to these questions posed in our new letter will provide clarity for the thousands of agents and brokers preparing for this year’s AEP.

NABIP Poses Questions to CMS Division of Surveillance, Compliance and Marketing

September 07, 2022 | Legislative

Sep

02

NABIP Submits Responses to CMS Medicare RFI

September 02, 2022 | Legislative

NABIP responded to a request for information from CMS this week regarding the Medicare Advantage program. Specifically, CMS is seeking comments on how the agency can strengthen Medicare Advantage in ways that align with CMS’ strategic plan. We submitted two responses to this RFI – one earlier this month focused solely on the new Medicare marketing rule and one focused on other aspects of Medicare and Medicare Advantage. On this week’s episode of the Healthcare Happy Hour, Marcy M. Buckner talks about our responses and how youcan help us delay implementation of the marketing rule!

NABIP Submits Responses to CMS Medicare RFI

September 02, 2022 | Legislative

Aug

12

NABIP CEO Testifies at NAIC Meeting on New Medicare Marketing Requirements

August 12, 2022 | Legislative

NABIP CEO Janet Trautwein testified in front of the National Association of Insurance Commissioners during NAIC’s Summer Meeting. In her testimony, Trautwein discussed the recent Medicare marketing final rule issued in May.

NABIP CEO Testifies at NAIC Meeting on New Medicare Marketing Requirements

August 12, 2022 | Legislative

Aug

10

Agent Alliance Submits Comments to CMS on Medicare Marketing Final Rule

August 10, 2022 | Legislative

On August 10, NABIP submitted a letter prepared by the the Agent Alliance to CMS Administrator Chiquita Brooks-LaSure regarding the agency's Medicare marketing final rule. As we state our letter, the final rule needlessly groups licensed and certified agents and brokers with unscrupulous third-party marketing organizations in its telephonic recording requirements.

Agent Alliance Submits Comments to CMS on Medicare Marketing Final Rule

August 10, 2022 | Legislative

Aug

08

NABIP Submits Response to CMS RFI, Third Letter on Medicare Marketing Rule

August 08, 2022 | Medicare

NABIP shares initial response expressing our concern with the threat to the success of the Medicare Advantage program in light of the rule “Medicare Program: Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs,” finalized in May of this year.

NABIP Submits Response to CMS RFI, Third Letter on Medicare Marketing Rule

August 08, 2022 | Medicare

Jul

11

NABIP Submits Second Letter on Medicare Marketing Final Rule

July 11, 2022 | Legislative

Following the release of the final rule, NABIP again convened the FMO Council to discuss the final rule and began discussions with CMS officials on the rule. We also continued compare notes with AHIP. On July 11, NABIP sent a second letter to CMS Administrator Chiquita Brooks-LaSure outlining our concerns regarding the rule and again requested a delay in implementation given the very short notice to comply with the October 1 date and the need to collect further data during the AEP.

NABIP Submits Second Letter on Medicare Marketing Final Rule

July 11, 2022 | Legislative

May

20

NABIP Discusses Medicare Marketing Final Rule with CMS

May 20, 2022 | Legislative

Last week, NABIP spoke with CMS officials from the Division of Surveillance, Compliance and Marketing about a recently finalized rule from the agency regarding marketing requirements that are set to begin in October. Additionally, the Commonsense Reporting Act of 2021 was introduced in the House early this week, mirroring the language included in the Senate bill. Here to discuss these items on this week’s episode of the Healthcare Happy Hour are NABIP’s Marcy M. Buckner and John Greene.

NABIP Discusses Medicare Marketing Final Rule with CMS

May 20, 2022 | Legislative

May

01

CY 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs

May 01, 2022 | Legislative

This is a direct link to the official Medicare marketing final rule released in May 2022.

CY 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs

May 01, 2022 | Legislative

Mar

07

NABIP Submits Comments on Proposed Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs

March 07, 2022 | Legislative

This is NABIP's first comment letter on the Medicare marketing rule; at the time this was written, this was only a proposed rule. In our comments we note that the proposed rule would make significant changes to several aspects of these programs – primarily, changes to existing marketing requirements for both Medicare Advantage and Part D plan marketing requirements to protect beneficiaries from unscrupulous third-party marketing organizations that use deceptive tactics and offer inaccurate information about Medicare products and coverage.

NABIP Submits Comments on Proposed Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs

March 07, 2022 | Legislative

Medicare Marketing Rule Resources

An Overview of the Latest Medicare Marketing Rule

An Overview of the Latest Medicare Marketing Rule

CMS Releases 2024 Medicare Advantage and Part D Final Rule

CMS Releases 2024 Medicare Advantage and Part D Final Rule

CMS Releases 2024 Medicare Advantage and Part D Final Rule (NABIP summary)

CMS Releases 2024 Medicare Advantage and Part D Final Rule (NABIP summary)

2024 Medicare Advantage and Part D Final Rule (CMS-4201-F)

2024 Medicare Advantage and Part D Final Rule (CMS-4201-F)

Tell Your Senators to Exclude Independent Agents and Brokers from the Recording Requirements in MA Rule!

Tell Your Senators to Exclude Independent Agents and Brokers from the Recording Requirements in MA Rule!

Rep. Marianette Miller-Meeks Sends Letter to CMS Requesting Temporary Suspension of Marketing Rule

Rep. Marianette Miller-Meeks Sends Letter to CMS Requesting Temporary Suspension of Marketing Rule

CMS Issues Official Guidance and FAQs on Medicare Marketing Rule Compliance

CMS Issues Official Guidance and FAQs on Medicare Marketing Rule Compliance

CMS Monitoring Activities and Best Practices during the Annual Election Period

CMS Monitoring Activities and Best Practices during the Annual Election Period

An Overview of the Medicare Marketing Final Rule

An Overview of the Medicare Marketing Final Rule

Ask a Compliance Question

Ask a Compliance Question

CMS Won’t Delay New MA Marketing Regs, Despite Broker Requests

CMS Won’t Delay New MA Marketing Regs, Despite Broker Requests

Senator Susan Collins Sends Letter to CMS on Medicare Marketing Rule

Senator Susan Collins Sends Letter to CMS on Medicare Marketing Rule

CMS Provides Some Clarification on How to Comply with Medicare Marketing Final Rule

CMS Provides Some Clarification on How to Comply with Medicare Marketing Final Rule

CMS Provides Some Medicare Marketing Clarification

CMS Provides Some Medicare Marketing Clarification

Take Action and Ask Lawmakers to Request a Delay in Implementation!

Take Action and Ask Lawmakers to Request a Delay in Implementation!

CY 2021 MA Enrollment and Disenrollment Guidance (Rules for MA Telephonic Recording of Enrollments)

CY 2021 MA Enrollment and Disenrollment Guidance (Rules for MA Telephonic Recording of Enrollments)

NABIP Poses Questions to CMS Division of Surveillance, Compliance and Marketing

NABIP Poses Questions to CMS Division of Surveillance, Compliance and Marketing

NABIP Submits Responses to CMS Medicare RFI

NABIP Submits Responses to CMS Medicare RFI

NABIP CEO Testifies at NAIC Meeting on New Medicare Marketing Requirements

NABIP CEO Testifies at NAIC Meeting on New Medicare Marketing Requirements

Agent Alliance Submits Comments to CMS on Medicare Marketing Final Rule

Agent Alliance Submits Comments to CMS on Medicare Marketing Final Rule

NABIP Submits Response to CMS RFI, Third Letter on Medicare Marketing Rule

NABIP Submits Response to CMS RFI, Third Letter on Medicare Marketing Rule

NABIP Submits Second Letter on Medicare Marketing Final Rule

NABIP Submits Second Letter on Medicare Marketing Final Rule

NABIP Discusses Medicare Marketing Final Rule with CMS

NABIP Discusses Medicare Marketing Final Rule with CMS

CY 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs

CY 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs

NABIP Submits Comments on Proposed Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs

NABIP Submits Comments on Proposed Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs

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