Before you wrap it up and put a bow on it, does that gift for your Medicare client follow CMS guidelines? Listen to this episode of the Agent Survival Guide Podcast to find out and stay compliant!

 

Read the text version

 

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💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:

Affinity Partnerships for Insurance Agents

Rules for Hosting a Compliant Medicare Educational Event

Rules for Hosting a Compliant Medicare Sales Event

The Complete Guide to Client Loyalty and Retention

What are the Medicare Gift Rules?

 

References:

“Associations Urge Stronger Oversight of MA Marketing Practices.” Npaonline.Com, National Pace Association, https://www.npaonline.org/about-npa/news/news/2024/08/07/associations-urge-tougher-enforcement-of-anti-predatory-medicare-advantage-marketing-practices. Accessed 18 Nov. 2025.

“General Questions Regarding Certain Fraud and Abuse Authorities.” Office of Inspector General | Government Oversight | U.S. Department of Health and Human Services, 8 July 2024, https://www.oig.hhs.gov/faqs/general-questions-regarding-certain-fraud-and-abuse-authorities.

“Subpart V—Medicare Advantage Communication Requirements.” Federal Register :: Request Access, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 18 Nov. 2025.

“Subpart V—Part D Communication Requirements.” Federal Register :: Request Access, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V.  Accessed 18 Nov. 2025.

“OIG-Policy-Statement-Gifts-of-Nominal-Value.Pdf.” Oig.Hhs.Gov/, https://www.oig.hhs.gov/documents/special-advisory-bulletins/887/OIG-Policy-Statement-Gifts-of-Nominal-Value.pdf. Accessed 18 Nov. 2025.

“The Fine Line between Gifts and Bribes.” Adams & Associates, PLC, 14 Nov. 2023, https://www.azwhitecollarcrime.com/blog/2019/04/01/the-fine-line-between-gifts-and-bribes/.

 

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