Mock artifact — for review only
"You're asking me not to record this? No problem — let me pause the recording. Okay, it's off. Now, tell me about your current plan and what you're looking for."
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Red-Flag Detector · Call opener
TPMO call recording turned off at client request
Agent disables call recording mid-conversation as an accommodation.
Training material only. Not marketing material and not for consumer distribution. Scripts are starting points to adapt to your carrier, state, and current CMS rules — not verbatim consumer-facing copy. Not legal, compliance, or enrollment advice. Always defer to current CMS guidance, your FMO's compliance team, and your carrier certifications. See disclaimers.
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Sources
Reviewed Jul 14, 2026 · GoAEP editorial- CMS TPMO Rule — Call Recording
Third-Party Marketing Organization requirements including call recording and 10-year retention.
Not marketing material. Not for consumer distribution. CMS rules evolve — verify against current guidance before use.
Educational drill only. Rules and CMS guidance evolve — always defer to current CMS publications, your FMO compliance team, and your carrier certifications.
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