Medicare compliance

Medicare permission to contact form The Medicare Permission to contact form (goes by acronym PTC) is different than a scope of appointment.  A PTC form allows you to contact the prospect via phone or in person.  Cold calling prospects for Medicare Advantage and Medicare part D plans is a violation of CMS rules. Having a
Read more

Medicare Marketing Guidelines 2021 The Medicare Marketing Guidelines 2021 are the same as the 2020 MCMG.  To date, CMS has not released an update or memo for 2021.  The most recent memo from CMS is available below through the link. Compliance is an important aspect of offering Medicare plans.  We have tried to list the
Read more

Medicare Educational Event Rules Medicare educational event rules are fairly straight forward.  There has not been many modifications of them from 2020 to 2021 which makes things a bit easier.  We will go over the basics below and point out the key things you need to be aware of when hosting one. What type of
Read more