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Aug/Sept 2023 Aspire Magazine
InsurTech, compliance changes you need to be aware of, AEP homework, and annuity sales barriers.
Social Media Cheat Sheet
CMS considers some forms of contact via social media to be prohibited unsolicited electronic communication.
CMS Final Rule Outlining Policy and Regulatory Revisions for the 2024 Plan Year
CMS Medicare Communications and Marketing Guidelines (MCMG) — This bulletin breaks down what it means and the additional steps you will need to take...
June/July 2023 Aspire Magazine
The art of “storyselling”, bringing life to the sale and ensuring potential clients understand the true impact of the products we stand behind.
Times Like These: 6 Ways to Calm Client Fears Now
Banks going bust. Rate hikes. Inflation. Social Security insolvency. How do you face clients hurling questions at you with so much uncertainty ahead?
Unlocking the ACA Opportunity with Senior Market Sales and O'Neill Marketing
Join this webinar to learn about the unprecedented opportunity to help them and to grow your business with ACA sales.
Compliance Reminders Heading Into AEP
Reminders on what you can and cannot do to market plans prior to Oct. 1, which is the start of AEP.
FDR Compliance Reminders
CMS requires that all FDRs fulfill specific Medicare Compliance Program Requirements.
Keys to a Compliant MA Presentation
CMS holds all agents who enroll clients in MA-PD plans responsible for their marketing behavior.
Marketing Materials
CMS guidance on marketing and communication materials.
Sales Events and Educational Events
Events to educate the public about MA-PD plans can establish your presence in the community.
Recommendations for Agent Advertising
Reminders and tips on how to remain compliant with marketing materials and websites.