Agent and Broker Licensure and Training Requirements

50.6 - Agent and Broker Licensure and Training Requirements (Rev. 111, 05-03-13, Effective: 05-03-13, Implementation: 05-03-13) Unless otherwise noted, all requirements listed in the Medicare Managed Care Manual, Chapter 3 (Medicare Marketing Guidelines), §120 do apply. All agents and brokers (employed and contracted) selling “800 series” plans to employer/union group plan sponsors on behalf of an MAO must be licensed to sell these products as required by State law. However, representatives of an MAO or representatives of employer/union group plan sponsors or others acting on their behalf (e.g., their employees, benefit consultants, third party administrators) who conduct educational, enrollment or informational events for retirees of employer/union sponsors are not required to be licensed for these purposes, as these activities do not constitute marketing or sales activities. Consequently, the broker/agent testing requirements, as described in the Medicare Managed Care Manual, Chapter 3 (Medicare Marketing Guidelines), do not apply under these circumstances.