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CMS Medicare Communications & Marketing Guidelines

Primary citations: 42 CFR §422.2260–2274 · MCMG (Current Year). The bullets below are how the firm has encoded this program into operating controls, evidence classes, and dialer policy—not legal advice, and not a substitute for the underlying statute or rule text.

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42 CFR §422.2260–2274 · MCMG (Current Year)
  • TPMO disclosure read verbatim within the first minute of every Medicare-eligible call and captured as a discrete recording span.
  • Scope of Appointment captured 48 hours in advance of plan presentation, or contemporaneously where permitted by the inbound exception.
  • All calls regarding Medicare beneficiaries recorded in their entirety and retained for ten (10) years.
  • Marketing material file-and-use process tracked against carrier and CMS approval calendars.

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