Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

Oct. 15, 2026

ABOUT THIS EPISODE

Rules for Hosting a Compliant Medicare Sales Event

Sales events are a great way to generate Medicare leads. Learn best practices and how to stay CMS compliant while hosting a Medicare sales event in this episode!

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Resources:

CMS Improves Plan Transparency and Choice with 2027 MA and Part D Final Rule

How to Host a Successful Medicare Sales Event

How to Stay Compliant During All Medicare Sales

Carrier Pages on Ritter Docs

Rules for Hosting a Compliant Medicare Educational Event

What Not to Say During Medicare Educational and Sales Events

References:

“Medicare Advantage Communication Requirements.” Federal Register, Centers for Medicare & Medicaid Services, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 26 Aug. 2026.

“Medicare Part D Communication Requirements.” Federal Register, Centers for Medicare & Medicaid Services, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V. Accessed 26 Aug. 2026.

“Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 26 Aug. 2026.

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