Agent Survival Guide Podcast What Agents Can’t Say During Medicare Sales Appointments
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Resources:
4 Tips for Making a Better Insurance Sales Pitch
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You
The Insurance Agent’s Guide to Generating Referrals FREE eBook Download
What Are the ACA Marketplace Alternatives for Health Insurance?What Are the CMS Medicare Gift Rules?
What to Know About SOAs in Medicare Health and Prescription Drug Sales
References:
“2024 Medicare Advantage and Part D Final Rule (CMS-4201-F).” CMS.Gov, Centers for Medicare & Medicaid, www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f. Accessed 10 Nov. 2025.
Wrage, Alexandra. “Bribery Is Bad... for Business.” Forbes, Forbes Magazine, 25 Jan. 2017, www.forbes.com/sites/alexandrawrage/2017/01/25/bribery-is-bad-for-business/.
Freed, Meredith, et al. “Medicare Advantage 2025 Spotlight: A First Look at Plan Offerings.” KFF, 15 Nov. 2024, www.kff.org/medicare/medicare-advantage-2025-spotlight-a-first-look-at-plan-offerings/.
“Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 10 Nov. 2025.
“Subpart V—Medicare Advantage Communication Requirements.” Federal Register, www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 10 Nov. 2025.
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