Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You

Agent Survival Guide Podcast

Agents and agencies are considered Third-Party Marketing Organizations (TPMOs) by CMS. Listen to learn about marketing guidelines and how to stay compliant!

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Resources:

CMS’ New Definition of Marketing & How It Affects Agents Selling Medicare Plans: https://link.chtbl.com/ASGN20230515B

Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542

How to Host a Successful Medicare Sales Event FREE eBook Direct Download: https://ritterim.com/documents/how-to-host-a-successful-medicare-sales-event.pdf

How to Host a Successful Medicare Educational Event FREE eBook Direct Download: https://ritterim.com/documents/the-complete-guide-on-how-to-host-an-educational-event.pdf

Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG540

Rules for Hosting a Compliant Medicare Sales Event: https://link.chtbl.com/ASG541

What Not to Say During Medicare Educational and Sales Events: https://link.chtbl.com/ASG476

The Ritter Compliance Program – Ritter Docs: https://docs.ritterim.com/compliance/compliance-at-ritter/

References:

“CMS Issues New Rule Limiting Third-Parties Who Conduct Medicare Advantage Marketing: Perspectives: Reed Smith LLP.” Reed Smith, 6 June 2022, www.reedsmith.com/en/perspectives/2022/06/cms-issues-new-rule-limiting-thirdparties.

“Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f.

“Medicare Communications and Marketing Guidelines...” Center of Medicare and Medicaid, 9 Feb. 2022, www.cms.gov/files/document/medicare-communications-and-marketing-guidelines-3-16-2022.pdf.

“Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs...” Federal Register, www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and. Accessed 5 Sept. 2024.

“Title 42 Chapter IV Subchapter B Part 422 Subpart V—Medicare Advantage Communication Requirements.” Federal Register, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 5 Sept. 2024.

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