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Marketing Materials

Agents create and use a variety of materials to advertise that they sell Medicare products such as Medicare Advantage and Part D products. These include, but are not limited to, letters, postcards, posters, brochures, scripts, radio and television ads, billboards, banners, signs, yellow page ads, church bulletin ads, social media content and websites.

Compliance Reminders Heading Into AEP

With the Medicare Annual Election Period (AEP) quickly approaching, you may have questions surrounding what you can and cannot do to market plans before October 1, which is the start of the AEP marketing period. 

Resource Documents

Resource documents for Compliance.

Privacy and Security

There are numerous regulations requiring the protection of consumer information, particularly the HIPAA Privacy Rule and Security Rule, as well as state breach notification laws.

Keys to a Compliant MA Presentation

CMS holds all agents who enroll clients in Medicare Advantage and Part D prescription drug plans responsible for their marketing behavior. All of the carriers have compliance oversight teams that monitor the activities of agents selling their products.

FDR Compliance Requirements

CMS requires that all FDRs fulfill specific Medicare Compliance Program Requirements. We will describe these requirements in this document.

CVS Health

Accendo Insurance Company, part of the CVS Health® family of companies has teamed up with insurance giant Aetna to bring you a competitive Medicare Supplement (Med Supp) product.

American Continental Insurance Company

American Continental Insurance Company (ACI) and Continental Life (CLI), are part of the Aetna family of companies. ACI has an unwavering commitment to providing the best personal service possible, quick claims payment, and quality products with solid financial backing.

Liberty Bankers Life

Liberty Bankers Life Insurance Company (LBL) was established in 1958 in the states of Oklahoma. LBL offers a full line of Medicare supplement, annuities, and final expense products. Offering standardized plans at market-leading premiums in a rapidly growing number of states.

Foresters Financial

Foresters Financial is not a traditional life insurance carrier, driven by demands of investors. Instead, Foresters is a membership-based fraternal benefit organization.

Transamerica Premier Life Insurance Company

Transamerica Premier Life Insurance Company has been helping American families improve the quality of their lives since 1858. Together with the Transamerica companies, they’ve been making—and keeping—promises for over a century.

Medicare or Social Security: Who to Call FAQ

Listed in this document are common Medicare and Social Security questions that arise and whom to call for answers.

Aetna-Coventry Code of Conduct

CVS Health Code of Conduct