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.
In-person — community event opener
First 30 seconds at a senior center, library, or expo table.
Curiosity before pitch. Ask the question they came to answer for themselves.
Tabling at any community event.
Hi, I'm {{agent_name}} with {{agency}} — we help folks here in town make sense of Medicare. Quick question: have you already been through Medicare, or is it still coming?
[Listen. Then either:]
→ "Already on it" — "Great. When's the last time anybody compared your plan against what's out there for next year? That's something I do at no cost — would you like me to give you a call?"
→ "Still coming" — "Perfect timing. Can I grab your name and number? I'll send you a one-page roadmap so nothing surprises you."Placeholders to replace
{{agent_name}}— Your full name{{agency}}— Your agency or DBA
- No plan-specific marketing materials displayed without prior CMS / carrier approval. Educational only.
- No gifts over the CMS nominal value threshold. No cash, no gift cards convertible to cash.
Inspiration & starting point only. Verify against your carrier, state, and current CMS rules before use. See our disclaimers.
Sources
Reviewed Jul 15, 2026 · GoAEP editorial- 42 CFR §422.2260 – §422.2274
MA marketing standards (Subpart V).
- 42 CFR §422.2268
Prohibited marketing activities including cash / cash-equivalent gifts and inducement thresholds.
- CMS Medicare Communications & Marketing Guidelines
Master CMS guide for MA and Part D communications and marketing.
Not marketing material. Not for consumer distribution. CMS rules evolve — verify against current guidance before use.
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