Sales/Marketing events are designed to steer or attempt to steer members or consumers toward a specific plan or a limited set of plans or for plan-specific retention activities.

Sales/Marketing Events must be filed with CMS through a Carrier no less than 7 calendar days prior to the date of the event for formal and informal events. (not one-on-one appointments).

Meals are NOT allowed at a Sales/Marketing Event. You may provide light snacks and refreshments, provided that the items cannot be reasonably considered a meal.

Agents may not schedule sales/marketing events to take place within 12 hours of an educational event at the same location. The same location is defined as the entire building or adjacent buildings. Educational information may be presented at a sales/marketing event, but the sales/marketing event must be accurately identified as sales/marketing.

Marketing Events cannot require sign-in sheets or require attendees to provide contact information as a prerequisite for attending an event

At Marketing Events, you cannot conduct health screenings, health surveys or other activities that may be perceived as, or used for, “cherry picking” or targeting a subset of beneficiaries

At Marketing Events, you cannot use information gathered for raffles or drawings for any purpose other than that.

Formal: In-person on Online Presenter style, where an agent presents a specific plan from a carrier.

Informal: Booth, Kiosk or other less structured events (having a booth or table inside a retail store such as CVS, Walgreens, Walmart, etc.)

No more than $15 per item or $75 in aggregate, per person, per year.

Nominal gifts must be offered to similarly situated beneficiaries without discrimination and without regard to whether the beneficiary enrolls in a plan.

Nominal gifts may not be in the form of cash, including cash-equivalents, or other monetary rebates.

A general gift card that is not restricted to specific retail chains or to specific items and categories would be considered a cash equivalent (e.g. Visa gift card)

Gift cards for retailers or online vendors that sell a wide variety of consumer products would also fall under this prohibition (e.g., Walmart and Amazon)

A gift card that can be used for a more limited selection of items or food, would not be considered a cash equivalent (e.g. Starbucks or a Shell Gas gift card).