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...
TPMO Disclaimer

Call Recording

We figured it was time to address the elephant in the room…. Call Recording! Q: Do you have to record your calls with beneficiaries now? As of now, all guidance we are hearing is YES, you do have to record your calls. Now, there is some different interpretations on...
Compliance Corner

Compliance Corner

Do you know the answers to the compliance related questions below? Q: According to CMS, what are the only methods agents can use to make unsolicited direct contact with potential clients? Agents may only make unsolicited direct contact with potential clients using the...