News & Updates


Showing results for: and wealth


CMS Medicare Communication and Marketing Guidelines

A list of the some of the basic guidelines for agent websites. This guide is intended to assist agents in complying with the CMS Medicare Communications and Marketing Guidelines (MCMGs) when appointed with carriers for Medicare Advantage (MA/MAPD) and/or Medicare Prescription Drug Plans (PDP). This list is not all-inclusive.

United Health Group Code of Conduct

The UnitedHealth Group Code of Conduct: Our Principles of Ethics & Integrity ("The Code") is a core element of UnitedHealth Group’s compliance program and provides guidelines that help us achieve the highest standards of ethical behavior. The Code of Conduct can also be accessed on the UnitedHealth producers Agent website home page under the Documents and Links section.

Social Media Cheat Sheet

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

Social Media Cheat Sheet

CMS considers some forms of contact via social media to be prohibited unsolicited electronic communication.

Hershel Kleinberg

As Executive Vice President for Senior Market Sales, Hershel Kleinberg is responsible for guiding the company's technology vision and solidifying the insurance marketer’s reputation as one of the industry’s leading technological innovators.

Medicare BackOffice®

Just because you don't write Medicare, doesn't mean your clients don't need help with their health insurance in retirement. Partnering with Medicare BackOffice allows you to refer this business to a team of Medicare specialists who will help your client with their Medicare needs, leaving you to remain their go-to source for retirement advice and planning. 
Learn more

Transamerica

Transamerica Premier Life Insurance Company is a financially strong and well-known carrier with an A.M. Best Rating of A+.

Medicare Community Resources

Medicare Community Resources Support

Stephani Mirabal

Stephani got her intro to the insurance industry by working for a company that helped families qualify for Medicaid benefits in Florida.

SMS 360

You don’t have to look far for solutions and support that will make your life easier and your business stronger. SMS is nationally recognized for its integrity, experience and the most comprehensive suite of solutions, products, technology, and service, and we’re intensely dedicated to your success.

The Capitol Life Insurance Company

The Capitol Life Insurance Company enters the Medicare Supplement market with competitive rates.

Medicare Compliance

Requirements for building a Medicare Compliance Program, FDR requirements, Compliant Medicare Advantage presentations and more.