Required Disclaimers

Add this disclaimer to the bottom of your website, email signature, and marketing materials if YOU DO NOT sell for all MA organizations or Part D sponsors in the service area:

We do not offer every plan available in your area. Currently we represent [insert number of organizations] organizations which offer [insert number of plans] plans in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Add this disclaimer to the bottom of your website, email signature, and marketing materials if YOU DO sell for all MA organizations or Part D sponsors in the service area:

Currently we represent [insert number of organizations] organizations which offer [insert number of plans] plans in your area. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) for help with plan choices.

This is also required to be verbally conveyed within the first minute of a sales call. Simply Enroll helps with this.


Required on all marketing materials except banner and banner-like advertisements, envelopes, outdoor advertisements, social media posts, digital/search ads and text messages:

Plans are insured or covered by a Medicare Advantage (HMO, PPO and PFFS) organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare.


On invites to events (whether educational or marketing), the following is required:

For accommodations of persons with special needs at meetings call <insert phone and TTY number>.


When promoting drawings/prizes/free gifts, the following is required:

<Describe free gift, drawing, prizes, or giveaway item or service> with no obligation to enroll.

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