As part of the 2025 Final Rule, CMS passed laws on TPMO data sharing. Here's what you need to know to stay compliant when sharing personal beneficiary data.

Agents who sell Medicare Advantage and Part D will need to ensure they discuss specific CMS-required topics with beneficiaries prior to enrollment. We list those requirements here.

Medicare agents must adhere to CMS regulations when marketing Advantage and prescription drug plans. This includes recording calls, using a specific disclaimer, and obtaining permission to contact. Staying compliant is crucial, as secret shoppers assess quality and compliance.

Scopes of Appointment (SOAs) can be a foreign idea, but the basics of SOAs play a major role in the industry. Who does an agent get an SOA from? Is an SOA form required for an agent to meet with an existing client? We answer these questions and more.

Looking for clear guidelines on what is allowed at a Medicare educational event or sales event? Here are rules on what agents can and can't say during these events.

It's tempting to hit the ground running with Medicare Advantage and Part D, but you can't just pick up the phone and start calling. Read up on Medicare sales and permission to contact!

The Centers for Medicare & Medicaid Services have some strict rules on what insurance agents can and cannot say during a Medicare sales appointment. Therefore, let's get into it! During Medicare sales appointments, you can't say…

Recently, insurance companies have been making Medicare Advantage and prescription drug plans non-commissionable. If this has you considering charging a consulting fee for Medicare advice, you're not alone.

If you're curious about how to become certified to sell Affordable Care Act Marketplace plans, we're here to help guide you through Federally Facilitated Marketplace, or FFM, training and certification!

What makes for a compliant gift to Medicare beneficiaries? Learn the ins and outs of CMS compliant gifts of nominal value that you could give to your clients!

Are you considering holding a marketing event to possibly get the attention of more Medicare clients? You'll need to follow CMS' rules for hosting sales events.

Events are often a great way to generate leads. What is allowed at seminars for the 2026 Annual Enrollment Period?

The U.S. Departments of Labor, Health and Human Services and Treasury are reconsidering how short-term medical insurance fits into the definition of individual health insurance coverage. Here's what's changing in the short-term medical market for 2025.