Compliance updates and reminders
Final Rule for CY 2024 includes numerous updates and new regulations regarding the marketing and sales of Medicare Advantage and Part D programs effective September 30, 2023. Key changes include:
A marketing event will no longer be able to occur within 12 hours of an educational event at the same location.
Agents will have to obtain a signed Scope of Appointment (SOA) form 48 hours prior to the individual appointment with a prospect. The only exceptions to this rule are if the beneficiary is within four days of the end of a valid election period or when the meetings are unscheduled, such as walk-in meetings at an agent's office or kiosk.
- Pre-Enrollment Discussion Criteria
Agents are required to discuss a list of items during the marketing and sale of a MA plan or Part D plan, including:
o information regarding whether or not the beneficiary's current providers,-specialists and hospitals are part of the plan's network;
o prescription drug coverage and costs, including whether or not the beneficiary's, current prescriptions are covered; and
o costs of healthcare services, premiums, benefits and specific health care needs.
| 
