COMPLIANCE GUIDES & MORE
Stay current and compliant.
The insurance sector is constantly evolving, with compliance regulations, particularly concerning Medicare, greatly influencing sales and marketing strategies for agents targeting the senior market.
By teaming up with Cornerstone Senior Marketing, you gain access to our dedicated Compliance Team and a wealth of resources. This support equips you with the knowledge and direction needed to ensure compliance in your business endeavors.
QUESTIONS? CONTACT USCompliance guidance 24/7. Click tiles to learn more.
2024 Agent Medicare Compliance Guide
Our comprehensive guide provides the information, explanations, required disclaimers, checklists and ” do’s and don’ts” around all compliance matters. From sales and educational events, to client marketing, this guide is an excellent resource to help you compliantly promote your business.
E & O Insurance Coverage
Exclusive for agents of Cornerstone Senior marketing, an Errors and Omissions Insurance Plan that helps to protect against claims arising from the sale and servicing of insurance products.
Learn more: 360 Coverage Pros
The E & O Policy renews on March 1st. All certificates of insurance issued under this policy will renew March 1st. Premiums are prorated based on chosen effective date of coverage.
Sample Compliance Program
Running your own business has many challenges. We’re here to help from a compliance persepctive. Download our sample Compliance Program to get a head start with best practices.
Resources, Guides, and Tips
We’re here to help you success – access business fundamentals 24/7.
- 2025 Medicare and You Handbook
- 2024 Field Agent Telphonic Sales Script
- CMS 2024 Final Ruling FAQ Fact Sheet
- Call Recorded Enrollment Agent Checklist
- 2024 Medicare and You
- CMS Medicare Guide to Who Pays First
- Contact Info for All Social Security Field Offices
- How to Safelist Emails Tip Sheet