A Guide to Hosting Successful Medicare Educational & Sales Events
Learn the CMS rules for Medicare educational vs. sales events and discover practical tips for planning, marketing, and follow-up to generate quality leads and grow your business.
In-person events are a powerful way for Medicare agents to build trust, establish authority, and generate high-quality leads within their community. Unlike digital leads, face-to-face interactions allow you to connect with beneficiaries on a personal level. However, success requires careful planning, a deep understanding of compliance, and a solid follow-up strategy. This guide will walk you through the essential steps to host events that are both productive and compliant.
The Crucial Distinction: Educational vs. Sales Events
Before you book a venue or print a flyer, you must understand the…