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Medicare Managers Hope to Lift Agent Referral Fee Cap | ThinkAdvisor
In a section that updates the rules for Medicare Advantage-related events and marketing appointments, CMS seems to make room for Medicare Advantage agents to provide holistic reviews of consumers’ needs.
A Medicare Advantage agent may not “market non-health-related products, such as annuities,” to consumers, according to the draft regulations.
But an agent who has a personal marketing appointment with a consumer may “review the individual needs of the beneficiary including, but not limited to, health care needs and history, commonly used medications, and financial concerns,” according to the draft regulations.
In a section that updates the rules for Medicare Advantage-related events and marketing appointments, CMS seems to make room for Medicare Advantage agents to provide holistic reviews of consumers’ needs.
A Medicare Advantage agent may not “market non-health-related products, such as annuities,” to consumers, according to the draft regulations.
But an agent who has a personal marketing appointment with a consumer may “review the individual needs of the beneficiary including, but not limited to, health care needs and history, commonly used medications, and financial concerns,” according to the draft regulations.
