Agents marketing Medicare Advantage products and Medicare Stand Alone Prescription Drug Plans must comply with CMS (Centers for Medicare and Medicaid) Medicare Marketing Guidelines. Below is a list of some of the topics you may have questions. If you have a question about a topic not listed please contact your agency, the insurance carrier, or CMS.

• CMS Do's and Don'ts 8-2011
• Chapter 3: CMS Medicare Marketing Guidelines (5-17-11)
• Chapter 3: CMS Medicare Marketing Guidelines (6-4-10)
• Chapter 3: CMS Medicare Marketing Guidelines (8-7-09)
• Referral Fees Guidance (10-19-11)
• CMS Broker Website Guidance (9-28-10)

• 40.2 Font Size Rule
• 40.5 Prohibited Terminology & Statements
• 40.10 Product Endorsement & Testimonials
• 40.11 Agent Phone Number Guidance
• 50.1.2 Federal Contracting Statement
• 50.1.8 Disclaimer on Advertisments and Invitations to Sales Events
• 50.1.9 Disclaimers Applicable to Advertising that Promotes a Nominal Gift
• 50.2 Plan Sponsor Mailing Statements - Agent Mailer Required Statements
• 70.1.2 General Guidance about Rewards and Incentives
• 70.2 Nominal Gift Guidance
• 70.2.1 Exclusion of Meals as a Nominal Gift
• 70.4 Marketing Through Unsolicited Contracts
• 70.5 Specific Guidance on Telephonic Contact
• 70.5.1 Specific Guidance on Third Party Contact
• 70.7 Educational Events
• 70.8 Marketing Sales Events
• 70.8.1 Notifying CMS of Scheduled Marketing Events
• 70.9 Personal & Individual Marketing Appointments
• 70.9.1 Scope of Appointment Guidance
• 70.9.2 Beneficiary Walk-ins Guidance
• 70.12.1 Plan Activities and Materials in the Health Care Setting
• 70.12.1 Provider Based Activities
• 70.12.3 Provider Affiliation Information