Did You Know: Educational Events
Medicare educational events are to teach people about Medicare, not to sell them a plan. Here's what you need to know:
Goal: Teach people about Medicare (Original Medicare, Advantage Plans, Part D) and how to sign up. No selling specific plans.
Talk about:
- What Medicare is and what it covers.
- Who can get Medicare.
- When you can sign up.
- Where to find more information.to record face-to-face meetings for marketing and sales.
Rules:
- Teach, Don’t Sell: Don’t give out marketing materials or sign people up at the event.
- Generic Information Only: You can give general Medicare brochures, business cards, and contact information for later appointments.
- Answer Questions: Answer questions about Medicare options but don’t push any specific plans.
- Public Place: Events must be in public places, not in homes or one-on-one.
- Advertise As Learning: Tell people it’s an educational event.