What CMS Requires Agents to Discuss Prior to Medicare Enrollments
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Resources:
Fact vs. Fiction: Examining the Medicare Part B Premium Giveback
Formularies & Covered Drugs – Knight School Training
How to Check Medicare Extra Help Eligibility for Your Client
How to Help Clients Avoid Medicare Late Enrollment Penalties
How to Help Your Clients Get the Most Out of Their Medicare Advantage Plans
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You
Medicare Grievances & How Insurance Agents Can (Try To) Prevent Them
MA & PDP Compliant Sales Checklist PDF Download
SNPs: The Secret to Surviving Lock-in
The 2026 Medicare Part D Redesign Updates Agents Should Know
The Beginner’s Guide to C-SNPs
The Beginner’s Guide to D-SNPs
The Difference Between Medicare & Medicaid: What That Means for Insurance Agents
What Agents Can’t Say During Medicare Sales Appointments
What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales
References:
“Agent and Broker Training & Testing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services,
https://www.cms.gov/files/document/cy2025-agent-broker-training-testing-guidelines.pdf. Accessed 14 Oct 2025.
“Agent and Broker Training & Testing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/files/document/cy2026agentbrokertrainingtestingguidelinespdf.pdf. Accessed 15 Oct. 2025.
“Costs.” Medicare, www.medicare.gov/basics/costs/medicare-costs. Accessed 14 Oct. 2025.
“Contract Year 2025 Medicare Advantage and Part D Final Rule (CMS-4205-F).” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/newsroom/fact-sheets/contract-year-2025-medicare-advantage-and-part-d-final-rule-cms-4205-f. Accessed 14 Oct. 2025.
“Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly (CMS-4208-F).” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/newsroom/fact-sheets/contract-year-2026-policy-and-technical-changes-medicare-advantage-program-medicare-prescription-final. Accessed 15 Oct. 2025.
“Emergency Department Services.” Medicare.Gov, Medicare, www.medicare.gov/coverage/emergency-department-services. Accessed 14 Oct. 2025.
“Medicare Communications and Marketing Guidelines (MCMG) Date: 02/09/2022.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/files/document/medicare-communications-marketing-guidelines-2-9-2022.pdf. Accessed 14 Oct. 2025.
Seladi-Schulman, Jill. “Medicare IRMAA: What Is It and When Does It Apply?” Healthline, Healthline Media, 22 Apr. 2025, www.healthline.com/health/medicare/what-is-irmaa.
“Medicare and Medicaid Programs; CY 2025 Payment Policies Under the Physician Fee Schedule and Other Changes to Part B Payment and Coverage Policies; Medicare Shared Savings Program Requirements; Medicare Prescription Drug Inflation Rebate Program; and Medicare Overpayments.” Federalregister.Gov, Federal Register, www.federalregister.gov/documents/2024/07/31/2024-14828/medicare-and-medicaid-programs-cy-2025-payment-policies-under-the-physician-fee-schedule-and-other. Accessed 14 Oct. 2025.
“Medicare and Medicaid Programs; Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly.” FederalRegister.Gov, Federal Register, www.federalregister.gov/documents/2025/04/15/2025-06008/medicare-and-medicaid-programs-contract-year-2026-policy-and-technical-changes-to-the-medicare. Accessed 15 Oct. 2025.
“Out-of-Pocket Maximum/Limit.” HealthCare.Gov, www.healthcare.gov/glossary/out-of-pocket-maximum-limit/. Accessed 14 Oct. 2025.
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