Event Compliance

Event Compliance

Do you plan to host a Sales or Educational Event this AEP? Do you know all the rules associated with Events? If not, you could be setting yourself up for a CMS violation. Hosting Sales/Marketing events can be a good way to attract new clients and educate them on...
Creating Marketing and Advertising Materials

Creating Marketing and Advertising Materials

Are you creating your own marketing and advertising materials? Are those materials compliant with CMS standards? Did you know that any advertising materials that meet the CMS definition of “marketing” must be submitted for approval? If you are creating your own...
Contact Rules

Contact Rules

Are you following the guidelines when contacting prospective clients? Below are some examples of unsolicited contact which is prohibited: Door-to-Door Solicitation (Door Knocking) Telephonic or electronic (Cold-calling, texting, etc.) Calling a “referral” from a...
Are You Ready To Sell?

Are You Ready To Sell?

Unqualified Sales can be costly, not only from a commission standpoint but from a contracting perspective as well. Not only do you forfeit commissions for an unqualified sale, they can also result in termination of your contract if you have too many. So please make...
TPMO Disclaimer

TPMO Disclaimer

How familiar are you with the new “TPMO” disclaimer requirement? Below is the new guidance regarding the TPMO disclaimer: § 422.2267 Required materials and content. (41) Third-party marketing organization disclaimer. This is standardized content. The disclaimer...