Compliance Do's & Don'ts

​As the Annual Enrollment Period (AEP) approaches, it's important to ensure your marketing and sales practices align with CMS guidelines.

​We'll walk you through compliance essentials every Medicare agent needs to master. Learn the specific do's and don'ts for every conversation — whether you're reaching out to prospects, guiding clients through enrollment, or following up afterward.

​Here's what you'll get:

• ​Clear guidelines for compliant marketing and sales practices

• ​Real-world examples of what works (and what gets agents in trouble)

• ​A roadmap for staying on the right side of CMS regulations before, during, and after AEP  

​Walk away confident that your business practices protect both your clients and your growing Medicare business.