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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.

Marketing Materials

Agents create and use a variety of marketing materials to advertise 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 and websites.

Sales Events and Educational Events

Events to educate the public on Medicare Advantage and Part D can be a great way to make more sales and establish a presence in your community.

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.

Co-op Marketing

SMS offers co-op marketing, lead generation and seminar marketing support.

Reliance Standard Life

Reliance Standard Life Insurance Company (Reliance Standard) is a leading insurance carrier specializing in innovative and flexible employee benefits solutions including disability income and group term life insurance, a suite of voluntary (employee paid) coverage options and fully integrated absence management.

United of Omaha

United of Omaha has offered a diversified portfolio of insurance and financial services products through Mutual of Omaha’s agency sales force, group sales offices and independent agent networks.

DOL Fiduciary Rule Resource Library

Many believe the Department of Labor Fiduciary Rule could usher in unprecedented change in the financial services industry. This resource library will help you keep up with all the changes and how they affect you. 

GamePlan

It’s now time to shine in the Postseason where great teams take their game to the next level. Now that you’ve served your clients with their Medicare plans, you have an incredible opportunity to follow up on another major need and help them leave a lasting legacy.

Contact SMS Compliance

Contact the SMS Compliance Team and/or submit files for compliance review.

Minnesota Life

Minnesota Life and Securian Financial Group provide financial security to over 15 million people through insurance, investment and retirement products.

Social Media Cheat Sheet

Here is a list of social media compliance do's and don'ts.

American General

American General honors their commitments to their customers: over the past five years alone, AIG’s member life insurers have collectively paid out over $39 billion in claims and benefits to customers and businesses.

Sales Development Team

The Sales Development Team at Senior Market Sales can help you uncover new revenue streams from your existing business.