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Learning Center / Medicare, ACA, and Life Insurance News / Compliance (2)

Compliance (2)
Medicare, ACA, and Life Insurance News

Medicare Advantage | Part D | Compliance | TPMO | AgentMethods

Medicare Marketing Changes: New TPMO Disclaimer

August 30th, 2023|2 min read

Medicare Advantage plans | Medicare Sales | CMS | Compliance | Marketing

CMS Memo: Definition of Marketing

May 15th, 2023|2 min read

Success Tips | Medicare Sales | Sales Strategies | Compliance

Avoid These 5 Common Compliance Mistakes

May 11th, 2023|1 min read

AEP | YourMedicare | Compliance | call recording

Call Recording Made Simple: Introducing Dialpad

November 2nd, 2022|1 min read

closing sales | Success Tips | CMS | sales advice | Sales Strategies | Compliance

PSM Guide: Understanding the New CMS Call Recording Changes

November 2nd, 2022|2 min read

Medicare Sales | AEP | YourMedicare | Compliance | SunFire

New YourMedicare SunFire Recording Capabilities are Live!

October 14th, 2022|1 min read

Medicare Advantage | CMS | AEP | SunFireMatrix | Compliance | 2023

Sunfire: Telephony System is LIVE!

September 23rd, 2022|1 min read

Medicare Advantage plans | Medicare Advantage News | CMS | Compliance | call recording

4 Racing Tips for the Annual Enrollment Period

September 9th, 2022|2 min read

Medicare Advantage | CMS | AEP | SunFireMatrix | Compliance | 2023

Sunfire: Integrated Telephony for Field Agents

August 15th, 2022|1 min read

Medicare Sales | CMS | Compliance

Referral Fees, Marketing Gifts and Inducements

June 29th, 2022|4 min read

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*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.