Educational Seminars with Meals

I don't interpret AHIP that way. It specifically says you can serve "meals" as long as they comply with the nominal value requirement.
You're conflating sales events with educational events. AHIP says no feeding a 'meal' at a sales event. You're also super-duper overthinking this whole thing. Invite T65-ers to your event, feed 'em if you want to and teach them how Medicare works and the various things they need to be aware of.

Make sure everyone signs a PTC - that's the whole reason for the shindig, right? If anyone doesn't want to sign a PTC they're doing you a favor. Tell them Thank You.
 
You are correct, Limozine - that was a change in AHIP last year to throw educational events in the same category as sales events. I promptly disregarded it and continued with what I was doing.

But, educational evens can still serve meals, up to the nominal value. Sales events can't have meals so it's not exactly the same.
 
Good thing I don't feed people. The only way I could stay under the $15 limit would be this.

Let's talk Medicare ...

Meet me behind the local Hot Dog King.
You'll get one hot dog, one small fry and one small drink.
This event will be BYOS - bring your own straw.
There's always coffee and a pastry at a certain spot.
 
First of all AHIP is often inaccurate. AHIP doesn't mean anything once you have your certificate. AHIP is not the law, it's a 3rd party educational provider than carriers have chosen to accept as fulfilling the educational requirements than CMS has set out for agents.

Second, you have to realize that CMS sets the guidelines, but it is up to the carriers to interpret and enforce those guidelines.

Finally, CMS specifically removed the $15 nominal gifting limit for educational events between the 2017 and 2018 publications of the Medicare Communications and Marketing Guidelines (section 40.5).

2017:
"Meals may be provided at educational events, provided the event meets CMS' strict definition of an educational event, and complies with the nominal gift requirement in section 70.1.1. "

2018:
"Meals may be provided at CMS-defined educational events and other events that would fall under the definition of communications (refer to Appendix 1)."

Notice the requirement to comply with the nominal gifting requirement was completely removed in 2018 and each year since.
 
You're conflating sales events with educational events. AHIP says no feeding a 'meal' at a sales event.
No, I'm not. AHIP specifically says, "At educational events, marketing representatives may: provide meals, refreshments, or snacks as long as they comply with the gift/promotional item requirements, including the nominal value requirement." That's a direct quote from AHIP, module 4:

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No, I'm not. AHIP specifically says, "At educational events, marketing representatives may: provide meals, refreshments, or snacks as long as they comply with the gift/promotional item requirements, including the nominal value requirement." That's a direct quote from AHIP, module 4:

View attachment 16199
I had this same question about meals in another thread; anyway, I learned from this forum that AHIP is wrong about the meal max. We have to go by CMS rules, they make the final rules, not AHIP.
 
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