Many agents use Educational or Sales events during AEP and a way to get in front of clients and generate new sales. Here are some guidelines to conduct these events compliantly: Sales Events – Formal vs Informal Formal Events are a more structured event using an audience/presenter type format. Informal Events utilize a less structured format; for example, a table, kiosk, etc. that is manned by a sales representative where consumers must initiate the conversations. A common informal sales event is staffing a kiosk in a retail location. An Educational Event is an event designed to inform Medicare beneficiaries about Medicare Advantage, Prescription Drug, or other Medicare programs and does not include marketing activities (i.e. the event sponsor does not steer, or attempt to steer, potential enrollees toward a specific plan or limited number of plans). Things to Remember about […]