Agent Survival Guide Podcast: Empowering Insurance Agents Selling Medicare, Long-term Care, Life, Annuities, & Final Expense
Guidelines for Sharing Personal Beneficiary Data with Other TPMOs
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:11:27
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Sinopsis
Stay compliant while sharing beneficiary data with other TPMOs. We explain the CMS rules for agents obtaining prior express written consent. Read the text version Resources: 2025 Medicare Market Disruption Means Opportunity for Agents: https://ritterim.com/follow-medicare-changes/ Contact the Ritter Insurance Marketing Compliance Team by emailing complianceofficer@ritterim.com Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://lnk.to/IO4lRf Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/ TCPA Regulations: https://docs.ritterim.com/compliance/sales-communication-practices/#tcpa What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/ What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/ Where It All Begins: Obtaining Permission to Contact for Medicare