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Aetna/Coventry FDR Compliance Guide
Aetna's Medicare compliance program guide.
Resource Library
SMS is dedicated to helping agents leverage time, make more money and put their business in a position of distinction.
Resources to explore
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CMS Medicare Communication and Marketing Guidelines
The MCMGs provide guidance on the marketing and communication rules for Medicare Advantage plans.
MCMG Release Memo
Medicare Communications and Marketing Guidelines (MCMG), a memo from CMS.
Guidance Comparison Between Sales and Educational Events
A reference summary of key event guidelines and the difference between education and sales events.
Activities in a Healthcare Setting
Activities CMS allows in a healthcare setting appointed with a carrier to market MA/PDPs.
Permission to Call Primer
Guidelines on what to know and understand prior to calling a consumer about MA or PDP plans.
Top 10 Ways to Avoid Complaints
Top 10 ways to avoid receiving member complaints.
Humana Code of Conduct
Humana's principles of business ethics for health care providers and business partners.
Cigna-HealthSpring Code of Conduct
Cigna's code of ethics and principles of conduct.
Aetna-Coventry Code of Conduct
CVS Health's code of ethics and principles of conduct.
American National DOL Fiduciary Rule and Impartial Conduct Standards
This document is an overview of the DOL's Fiduciary Rule and your responsibilities under the rule.
Complying With the DOL's Fiduciary Advice Obligations: What You Need to Know
This article tells you what you need to know to comply with the DOL's fiduciary advice obligations.
Insurance Newsnet - DOL: No date scheduled to release fiduciary advice rule
Anticipation spikes as the Department of Labor (DOL) prepares to publish the new rule.
AIG Annuities - Compliance Bulletin
Sales, rollovers, transfers and allocation recommendations subject to new rules under DOL guidance.
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