For your convenience, we have include a link to the page at CMS.gov where the marketing guidelines are offered. Generally, there is a collection of documents, and it is up to you to determine which ones pertain to you.
Each of the regulated carriers offers periodic instruction regarding their various interpretations of the official guidelines. Often carriers publish conflicting instructions. As a business owner, it is your job to figure out how to navigate through this complexity. Although Stone Hill cannot give you a definitive interpretation, we are willing to discuss and share with your our interpretations, the practices that we are seeing in the market, how others interpret them. You can then decide what to do with the information.
For more discussion, give us a call. We want you to succeed.