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Medicare Education

Visit Medicare.Gov or 

CMS.Gov to stay up-to-date on the latest regulations

What are Medicare Insurance Agents not allowed to do?

 

By law, a licensed Medicare agent, broker or insurance company representative cannot:

  • Offer cash or other material incentives to join their plan.

  • Come to your home uninvited to sell you a plan.

  • Call you if you are not a member of their plan.

  • Ask you for payment of any kind over the phone or online.

  • Sell non-health-insurance products during a Medicare health or drug plan sales pitch.

  • Talk to you about their plans in areas where you receive health care.

  • Make an appointment with you to discuss their plan unless you agree to it.

  • Market their plans or enroll you during an educational event.

Medicare Insurance Agent Meeting Rules

They cannotThey can
  • Steer you towards a specific plan.
  • Give you materials about their plan.
  • Tell you incorrect information about Medicare insurance plans.
  • Tell you about their plan options and how you can learn more about them.
  • Describe Medicare plans as “the best” or “number one”.
  • Provide you with an enrollment form.
  • Tell you about other plan options unless you’ve asked them to.
  • Collect your completed enrollment form.
  • Pressure you into joining a Medicare Advantage or Medigap insurance plan.
  • If you agree, they can leave business cards for other people.
  • Ask for names, addresses, and contact details of your friends and family to sell plans to them.
 
  • Charge money to process an enrollment application.

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