Agent / Broker Training Materials

Which Medicare Marketing Rules Have Changed for 2019?

The following sections have changed:

• Electronic Communication Policy & Marketing Through Unsolicited Contacts (Sections 30.6 and 40.2)
• Educational Events (MCMG, Section 50.1)
• Personal/Individual Marketing Appointments (MCMG, Section 50.3)
• Required Disclaimers (MCMG, Appendix 2)

What Medicare Marketing Rules Are New?

• Communications and Marketing Definitions (MCMG, Section 20)
• Prohibition of Open Enrollment Period Marketing (MCMG, Section 40.7)
• Agent/Broker Activities, Oversight, and Compensation Requirements (MCMG, Section 110)

Review changes to Medicare Marketing guidelines for 2019 here.

See a full copy of the CMS regulations on marketing here.

Prior to marketing AlohaCare's products, Agents and Brokers must have a valid contract/agreement with AlohaCare and also complete certification and onboarding requirements. In addition to America's Health Insurance Plans (AHIP) Medicare training and exam, Agents and Brokers must complete AlohaCare's plan-specific training, which includes regulatory compliance and plan benefit information. Please access and complete the following training modules. Please email compliance@alohacare.org with any questions.

• READ: AlohaCare's Agents and Brokers Training and Testing CY 2019
• READ: 2019 AlohaCare Benefits Training
• READ: AlohaCare SNP Presentation
• IMPORTANT: Please take the AlohaCare Agent/Broker Post-Training Quiz
• Code of Conduct Attestation

Each year CMS issues updated guidance on Agent/Broker Compensation and training/testing requirements.

Title: 2019 Agent/Broker Compensation and Training Guidelines