Marketing for 2020 Annual Enrollment Period – Reminder

July 22, 2019

The 2020 Annual Enrollment Period (AEP) is just a couple months away, starting on October 15^th and ending on December 7^th 2019. It is important to remember that The Centers for Medicare & Medicaid Services (CMS) do not allow any marketing for AEP to take place before October 1^st. “Marketing” includes the following examples:

• Contacting consumers to solicit an appointment.
• Completing an enrollment app.
• Hosting or advertising an event where 2020 plans will be discussed.
• Talking about 2020 plan rates, options or benefits over the phone or during an appointment.
• Obtaining a 2020 Scope of Appointment.
• Sharing content regarding AEP on social media or via email.

Rule of thumb: If the purpose of the marketing activity is to eventually solicit an appointment for AEP, per CMS, it is NOT acceptable before October 1^st 2019. If an agent is found to be marketing for AEP before October 1^st, the agent could be penalized from the insurance carrier being marketed, or from CMS.

It is a good idea for agents to take this time before October 1^st to work certifications and becoming Ready to Sell for the 2020 AEP season. Save all marketing efforts for after October 1^st in order to compliantly benefit from the work put into the activity.

As always, we thank you for your support and cooperation. For questions or comments, please email us at Compliance@NSGACommunications.com or you may call the toll-free number listed below.

FOR AGENT USE ONLY. NOT FOR USE WITH CONSUMERS.

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