Communications & Marketing Rules (AHIP 2026)

Study cheat sheet

This lesson covers the communications and marketing rules for Medicare Advantage and Part D plans, including the definition of communications and marketing materials, prohibited activities such as unsolicited contacts, and permitted outreach methods. It explains the distinction between educational events and marketing events, rules for individual appointments and scope of appointment, and guidelines for social media and use of plan star ratings. The lesson also addresses marketing during the Medicare Advantage open enrollment period, marketing in healthcare settings and employer groups, and rules around referrals, agent compensation, and rapid disenrollment. Additionally, it details requirements for agents and brokers, including licensing, appointment, annual training, and testing, as well as the responsibilities of plan sponsors and third-party marketing organizations.

Auto-generated study aid. Always verify figures against current state regulations.