Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You

Agent Survival Guide Podcast

English - September 06, 2022 08:56 - 13 minutes - 19.1 MB - ★★★★★ - 39 ratings
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Previous Episode: 5 Things About Medicare Advantage Enrollment in 2022 | The Friday Five

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CMS implemented new Third-Party Marketing Organization (TPMO) compliance regulations in their Final Rule for 2023. Get the details on disclaimers and a checklist to help you review your marketing materials (website included!) prior to AEP.

Read the text version

Have compliance questions? Reach out to our compliance team by email: [email protected]

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Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ and Instagram, https://www.instagram.com/thesarahjrueppel/

Tina on LinkedIn, https://www.linkedin.com/in/christina-lamoreux-6384b7199/

Resources:

Our Plan to Help Agents Record Calls for Medicare Sales & SOAs: https://www.ritterim.com/blog/our-plan-to-help-agents-record-calls-for-medicare-sales-soas/

What Not to Say During Medicare Educational and Sales Events: https://www.ritterim.com/blog/what-not-to-say-during-medicare-educational-and-sales-events/

References:

CMS Issues New Rule Liming Third-Parties Who Conduct Medicare Advantage Marketing: https://www.reedsmith.com/en/perspectives/2022/06/cms-issues-new-rule-limiting-thirdparties

Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V

Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs: https://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and

Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V

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