Medicare Compliance: Essential Tips for Agents and Brokers
Release Date: 06/17/2025
Medicare Compliance: Essential Tips for Agents and Brokers
Insure Your Health
What does it really mean to stay compliant in Medicare sales? Sometimes, we hear about changes to broker compensation, new rules for sharing beneficiary information, and best practices for telephonic selling. But what do these updates mean for agents, FMOs, and beneficiaries? Shelley Segal has spent decades navigating Medicare compliance and working with organizations, agents, and health plans to build better, safer practices for everyone involved. She’s here to walk us through: What’s changing with CMS final regulations Securing and sharing beneficiary data the right way ...
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3 Things You Need to Know to Prepare for Retirement
Insure Your Health
#12: The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. Guest Shaini E. Lewis is an amazing Business Development Director with Ascendant Wealth Management Group. She’s committed to delivering exceptional service and helping you reach your financial goals. Ready to learn more about retirement prep? This episode is sponsored by Aetna. Explore Shaini’s website Follow Erin's company, Black Point Insurance, on . Follow Erin on . Follow Erin on . Learn more about Erin's company, .
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Medicare Advantage Expert Shares Ultimate Tips for 2025
Insure Your Health
#11: Put some pep in your prep! Medicare plans are made easy with this value-packed conversation breaking down everything you need to know about compliance. Backed by over 20 years of experience, CEO Shelley Segal chats with Erin about critical updates to your healthcare coverage. Plan for a healthy new year; listen today! Explore Shelley’s website Connect with Shelley on LinkedIn Follow Shelley on Facebook This episode is sponsored by SCAN. Follow Erin's company, Black Point Insurance, on . Follow Erin on . Follow Erin on . Learn more about Erin's company, .
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Insure Your Health
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Insure Your Health
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Insure Your Health
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Compliance Updates with Shelley Segal
Insure Your Health
#7: CEO Shelley Segal is a true expert in the Medicare space. With over 20 years experience, she and Erin chat about the important compliance updates you should know about. If you’re an agent, carrier, or field marketing organization, this episode is packed with the knowledge you need. To get the full presentation experience, please watch on YouTube Explore Shelley’s website Connect with Shelley on LinkedIn Follow Shelley on Facebook Liked the show? Leave us a 5-Star Review! Follow Erin's company, Black Point Insurance, on . Follow Erin on . Follow Erin on . Learn...
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Insure Your Health
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Dr. Gary S. Huang's Heart Health Tips
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Why Choose Aetna
Insure Your Health
#4: There’s a lot to consider when it comes to choosing a health insurance plan that’s right for you. With a background in education and nine years experience in the insurance industry, Esther Magnus, Broker Sales Manager for Northern California for the Aetna Health Plan, joins Erin today to break down just what sets Aetna apart from its competitors. By offering things like sturdy benefit stability, outstanding access to benefits, and competitive rates, by the end of this episode you will have a clear understanding of just how committed Aetna is to providing you the best in healthcare for...
info_outlineShelley Segal has spent decades navigating Medicare compliance and working with organizations, agents, and health plans to build better, safer practices for everyone involved. She’s here to walk us through:
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What’s changing with CMS final regulations
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Securing and sharing beneficiary data the right way
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Avoiding common mistakes that could put a business at risk
Learn more about Segal Medical Experts here.
Contact Shelley at [email protected].
Follow Erin's company, Black Point Insurance, on Instagram here.
Follow Erin on Facebook here.
Follow Erin on LinkedIn here.
Learn more about Erin's company, Black Point Insurance here.