Your colleague works at a third party marketing organization

Your colleague works…

Your colleague works at a third party marketing organization, TMO and she said she did not need to take the Medicare training for brokers and agents or pass a test to market Medicare plans since her contract is with the TMO, not the plans that have the products she sells.

You could tell her she is wrong, and that only agents selling Employer/union group plans are permitted an exemption from testing, but some employer/union group plans may require testing to promote agent compliance with CMS marketing requirements.

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