Marketing Guidelines for Medicare Advantage Plans

It's is important to know what a salesman or other representative of a Medicare Advantage Plan can and cannot legally do. Their representatives:

  • May send information
  • May conduct outbound telemarketing activities
  • Must use marketing materials that have been reviewed by CMS
  • Must comply with the “Do not call registry”
  • Must provide information in a professional manner
  • Must use state-licensed, certified or registered individuals to market plans

Representative of Medicare Advantage Plans

  • May not solicit Medicare beneficiaries door-to-door (unless invited)
  • May not send unsolicited email
  • May not enroll people by phone (unless the person calls them)
  • May not offer cash payment as an inducement to enroll
  • May not misrepresent or use high pressure sales tactics

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