Episode Details

In this episode we review key CMS regulations agents must follow to stay compliant during Medicare sales. Bonus? These steps also help educate and inform your clients!

 

Read the text version

 

Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:

Fact vs. Fiction: Examining the Medicare Part B Premium Giveback

Formularies & Covered Drugs – Knight School Training

How to Check Medicare Extra Help Eligibility for Your Client

How to Help Clients Avoid Medicare Late Enrollment Penalties

How to Help Your Clients Get the Most Out of Their Medicare Advantage Plans

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

Medicare Grievances & How Insurance Agents Can (Try To) Prevent Them

MA & PDP Compliant Sales Checklist PDF Download

SNPs: The Secret to Surviving Lock-in

The 2026 Medicare Part D Redesign Updates Agents Should Know

The Beginner’s Guide to C-SNPs

The Beginner’s Guide to D-SNPs

The Difference Between Medicare & Medicaid: What That Means for Insurance Agents

What Agents Can’t Say During Medicare Sales Appointments

What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales