Helpful Resources
Communication Material
Communication materials are educational and informational in nature.
They provide general information about Medicare and coverage options. This could be explaining the Parts of Medicare, or telling the prospect the services you offer.
Market yourself rather than the products! Offer your knowledge, experience, and services, focusing on how you can help the prospect find the right plan for their needs.
Do’s and Don’ts
Compliant
Educational and Informational in nature
General Information Provided
Correct Disclaimer
“Not Affiliated with U.S. Government or the Federal Medicare Program.”
Non-Compliant
Avoid “Customized” or “Personalized”
Avoid causing undue fear/anxiety
“Beware of plans whose copays bust your budget”
Avoid Entitlement
“Get the Money/Benefits you deserve”
“See what benefits are available to you”
Avoid causing false urgency
“Act now or you may lose benefits”
Avoid the word “Free”
$0 monthly premium is not free- it’s $0
Not allowed to use the word “Senior”
Use: “Medicare Beneficiaries” or “People with Medicare”