Resource Documents

Medicare or Social Security: Who to Call FAQ

Listed in this document are common Medicare and Social Security questions that arise and whom to call for answers.

Aetna/Coventry FDR Compliance Guide
CMS Medicare Communication and Marketing Guidelines

The Medicare Communications and Marketing Guidelines (MCMG) interpret and provide guidance on the marketing and communication rules for Medicare Advantage (MA-only, MA- PD) plans (also referred to as “plans”).

MCMG Release Memo

Medicare Communications and Marketing Guidelines, a memo from CMS.

Guidance Comparison Between Sales and Educational Events
Activities in a Healthcare Setting

This document provides some basic guidelines to assist agents in understanding which activities CMS
allows in a Healthcare Setting when an agent is appointed with a carrier(s) to market Medicare
Advantage (MA) and/or Medicare Prescription Drug Plans (PD).

Permission to call Primer
Top 10 Ways to Avoid Complaints

Top 10 Ways to Avoid Complaints

Humana Code of Conduct

Humana principles of business ethics for health care providers and business partners.

Cigna-HealthSpring Code of Conduct

Cigna code of ethics and principles of conduct

SilverScript Code of Conduct

CVS Health Code of Conduct

Aetna-Coventry Code of Conduct

CVS Health Code of Conduct