Health Agents | Host with Confidence: A Compliance Guide to Medicare Events

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Hosting events is one of the most powerful ways to grow your Medicare business – but doing it right requires understanding how to do so compliantly. In this session, you’ll learn how to plan and execute compliant events from start to finish, including the key distinctions between educational and sales events under CMS guidelines, what you can and cannot do at each event type, practical steps for venue selection, event setup, and managing attendance, and how to stay protected while still making a meaningful community impact.

Jayne Rothman, Chief Legal Officer, joins Anna Patrick, Vice President of Sales Enablement & Technology Adoption, to break down the compliance landscape in clear, actionable terms.