Let’s Talk Compliance: Events Overview

We continue our Let's Talk Compliance series with an overview of events and what rules you need to follow if you are planning an event.  The Brokerage Inc.'s Compliance Director, Diana McElroy, and Training Specialist, Ivonne Acuna dive deep into what you need to know about planning a Medicare event.

Some of the questions they will answer include:

• When can you use the word Medicare?
• Can you do a giveaway?
• What types of snacks can you serve?  When can you serve a meal?
• Can you host a series of events in connecting locations?
• And many more.

If you want to submit a document for approval, visit www.thebrokerageinc.com and log into the agent portal.  Click on the compliance tab and look for submitting materials.  Our process will also give you an ID# so you have a record of the approval process.