In this episode of the Medicare Agent Podcast, host Sarah Jacobson interviews Helaine Fingold, an attorney at Epstein Becker Green who spent nearly a decade working on Medicare regulation at CMS. Fingold specializes in Medicare Advantage and Part D, with a focus on marketing, agent broker oversight, compensation, and compliance. 

The conversation centers around the 2024 Final Rule, which introduces even more marketing regulation, and its impact on independent Medicare agents. Fingold provides historical context on CMS's approach to regulating Medicare marketing and their authority over independent agents.

The Medicare Agent Podcast is hosted by Sarah Jacobson, CEO and Co-Founder of FairStreet. In each weekly episode of this podcast, you’ll hear from experienced Medicare agents about how they built their successful medicare businesses and how they get new clients for their medicare businesses.

FairStreet is a startup FMO and CRM for Medicare agents to run and scale their businesses. You can collect prescriptions, quote & enroll, create custom intake forms, record calls and so much more. FairStreet is free to use.

Learn more at - https://www.thefairstreet.com/

Guest BIO:

Helaine Fingold is an attorney from Epstein Becker Green with nearly a decade of experience in Medicare regulation from her time at CMS. She is an expert in Medicare marketing regulation and has insights on the 2024 final rule and what it means for independent Medicare agents.

Timestamps with key takeaways:

[00:05:13] Evolution of Medicare marketing

[00:13:00] Medicare marketing under scrutiny

[00:19:02] How plans enforce CMS guidance

[00:23:04] Lead generation concerns in industry

[00:28:24] TPMO disclaimer

[00:36:21] 48 hour SOA rule

Entities mentioned:

Medicare regulation, 2024 final rule, marketing regulation, independent Medicare agents, compliance.,MA, ACA programs, Medicare marketing, independent agents, CMS,plan, contracts, downstream vendors, compliance, star ratings,Medicare, marketing, scrutiny, compliance, oversight.,private fee for service plans, Medicare Advantage