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FAQs about Third-Party Marketing Organization (TPMO) Disclaimers

Podcast |: Agent Survival Guide Podcast
Publisher |: Sarah J. Rueppel | Ritter Insurance Marketing
Media Type |: audio
Podknife tags |: Business,; Management & Marketing
Categories Via RSS |: Business,; Careers,; Marketing
Publication Date |: Oct 03, 2024
Episode Duration |: 00:09:50

Under CMS regulations, agents are considered Third-Party Marketing Organizations. We’ve got the FAQs to keep you informed!

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:

CMS’ New Definition of Marketing & How It Affects Agents Selling Medicare Plans: https://link.chtbl.com/ASGN20230515B

Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542

How to Host a Successful Medicare Sales Event FREE eBook Direct Download: to-host-a-successful-medicare-sales-event.pdf">https://ritterim.com/documents/how-to-host-a-successful-medicare-sales-event.pdf

How to Host a Successful Medicare Educational Event FREE eBook Direct Download: complete-guide-on-how-to-host-an-educational-event.pdf">https://ritterim.com/documents/the-complete-guide-on-how-to-host-an-educational-event.pdf

Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG540

Rules for Hosting a Compliant Medicare Sales Event: https://link.chtbl.com/ASG541

What Not to Say During Medicare Educational and Sales Events: https://link.chtbl.com/ASG476

The Ritter Compliance Program – Ritter Docs: https://docs.ritterim.com/compliance/compliance-at-ritter/

References:

“CMS Issues New Rule Limiting Third-Parties Who Conduct Medicare Advantage Marketing: Perspectives: Reed Smith LLP.” Reed Smith, 6 June 2022, www.reedsmith.com/en/perspectives/2022/06/cms-issues-new-rule-limiting-thirdparties.

“Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f.

“Medicare Communications and Marketing Guidelines...” Center of Medicare and Medicaid, 9 Feb. 2022, communications-and-marketing-guidelines-3-16-2022.pdf">www.cms.gov/files/document/medicare-communications-and-marketing-guidelines-3-16-2022.pdf.

“Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs...” Federal Register, http://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and. Accessed 5 Sept. 2024

“Title 42 Chapter IV Subchapter B Part 422 Subpart V—Medicare Advantage Communication Requirements.” Federal Register, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 5 Sept. 2024.

Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance

Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel

Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Under CMS regulations, agents are considered Third-Party Marketing Organizations. We’ve got the FAQs to keep you informed!

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:

CMS’ New Definition of Marketing & How It Affects Agents Selling Medicare Plans: https://link.chtbl.com/ASGN20230515B

Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542

Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG540

Rules for Hosting a Compliant Medicare Sales Event: https://link.chtbl.com/ASG541

What Not to Say During Medicare Educational and Sales Events: https://link.chtbl.com/ASG476

The Ritter Compliance Program – Ritter Docs: https://docs.ritterim.com/compliance/compliance-at-ritter/

References:

“CMS Issues New Rule Limiting Third-Parties Who Conduct Medicare Advantage Marketing: Perspectives: Reed Smith LLP.” Reed Smith, 6 June 2022, www.reedsmith.com/en/perspectives/2022/06/cms-issues-new-rule-limiting-thirdparties.

“Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, 4 Apr. 2024, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f.

“Medicare Communications and Marketing Guidelines...” Center of Medicare and Medicaid, 9 Feb. 2022, communications-and-marketing-guidelines-3-16-2022.pdf">www.cms.gov/files/document/medicare-communications-and-marketing-guidelines-3-16-2022.pdf.

“Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs...” Federal Register, http://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and. Accessed 5 Sept. 2024

“Title 42 Chapter IV Subchapter B Part 422 Subpart V—Medicare Advantage Communication Requirements.” Federal Register, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 5 Sept. 2024.

Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel

Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

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