Agents who sell Medicare Advantage and Part D must discuss specific CMS-required topics with beneficiaries prior to enrollment. We list those requirements here, so you can more easily stay compliant!

CMS required TPMOs to obtain prior express written consent from the beneficiary before sharing their personal information. This affects Medicare insurance lead sharing, but how?

Life as an agent before Medicare's Annual Enrollment Period is a flurry of contracting and certifying. But there's another C that's even more important: Compliance.

When it comes to finding Medicare leads, most agents know the classics: direct mail, word of mouth, and educational seminars. But, if you really want to stand out and connect with prospects, sometimes it pays to try something unexpected.

While grocery cards, utility assistance, transportation services, and flex cards have been some of the most attention-grabbing Medicare Advantage (MA) benefits, there are now stricter guidelines around Special Supplemental Benefits for the Chronically Ill (SSBCI).

You have to start somewhere with a potential Medicare client, and while it might be tempting to jump right in and start selling, you can't.

Want to host a Medicare educational event or a Medicare sales event? It's important to know that there are certain things you can and cannot say during these events!

Events are often a great way to generate leads. What is allowed at educational seminars for the 2027 Annual Enrollment Period?

Looking to expand your insurance business into the Under-65 health insurance marketplace?

For those new to Medicare Advantage and prescription drug plan sales and marketing, a Scope of Appointment (SOA) can be a foreign idea. But the basics of SOAs play a major role in the industry.

It's time to start preparing for the 2027 Open Enrollment Period! We'll discuss all the certification changes and important updates that you need to be aware of for the upcoming plan year.