Include new disclaimer on sales calls and other materials effective October 1
 
 

Per the 2023 CMS Final Rule, a new third-party marketing organization (TPMO) disclaimer needs to be on all third-party CY2023 materials, effective for marketing beginning October 1, 2022.

 

The new TPMO disclaimer is: 

 

“We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.” 

 

This disclaimer must be: 

  • Verbally conveyed within the first minute of a sales call.
  • Electronically conveyed when communicating with a beneficiary through email, online chat, or other electronic means of communication.
  • Prominently displayed on TPMO websites.
  • Included in any marketing materials, including print materials and television advertisements, developed, used or distributed by the TPMO.
 
 

What you need to know

  • The disclaimer will be included on all 2023 AEP marketing materials you order or download from the Aetna Medicare Marketing Studio.

  • It is your responsibility to ensure the disclaimer is included on other print and electronic marketing materials you use, including multi-plan marketing materials created by your upline, as well as any marketing materials created by lead generation vendors you use.

  • The disclaimer will be played automatically  at the beginning of all calls you record through Think Agent using the CARE functionality (Call Appointment & Recorded Enrollment).

  • If you use a different call-recording tool, you’ll need to state the disclaimer on your own, within the first minute of the call.
 
 

Aetna is the brand name used for products and services provided by one or more of the Aetna group of subsidiary companies, including Aetna Life Insurance and its affiliates (Aetna).

Prior to engaging in the sale of Aetna Medicare products, producers must be ready to sell, which means certified, contracted, licensed in the applicable states, and appointed by Aetna in accordance with state law. As permitted in certain states, Aetna will order appointments after the first sale. This communication is intended for use by brokers only and is not intended for distribution to Medicare beneficiaries. Any publication or distribution of this communication to unauthorized recipients without Aetna’s approval is prohibited.

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