What Are the CMS Medicare Gift Rules?

Before you wrap it up and put a bow on it, does that gift for your Medicare client follow CMS guidelines? Listen to this episode of the Agent Survival Guide Podcast to find out and stay compliant!   Read the text version   🤝Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast! 📧Connect with the Ritter Insurance Marketing Sales Team Near You! 💌Send feedback, questions, and topic suggestions to [email protected] or call 1-717-562-7211 and leave a voicemail.   Resources: Affinity Partnerships for Insurance Agents Rules for Hosting a Compliant Medicare Educational Event Rules for Hosting a Compliant Medicare Sales Event The Complete Guide to Client Loyalty and Retention What are the Medicare Gift Rules?   References: “Associations Urge Stronger Oversight of MA Marketing Practices.” Npaonline.Com, National Pace Association, https://www.npaonline.org/about-npa/news/news/2024/08/07/associations-urge-tougher-enforcement-of-anti-predatory-medicare-advantage-marketing-practices. Accessed 18 Nov. 2025. “General Questions Regarding Certain Fraud and Abuse Authorities.” Office of Inspector General | Government Oversight | U.S. Department of Health and Human Services, 8 July 2024, https://www.oig.hhs.gov/faqs/general-questions-regarding-certain-fraud-and-abuse-authorities. “Subpart V—Medicare Advantage Communication Requirements.” Federal Register :: Request Access, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 18 Nov. 2025. “Subpart V—Part D Communication Requirements.” Federal Register :: Request Access, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V.  Accessed 18 Nov. 2025. “OIG-Policy-Statement-Gifts-of-Nominal-Value.Pdf.” Oig.Hhs.Gov/, https://www.oig.hhs.gov/documents/special-advisory-bulletins/887/OIG-Policy-Statement-Gifts-of-Nominal-Value.pdf. Accessed 18 Nov. 2025. “The Fine Line between Gifts and Bribes.” Adams & Associates, PLC, 14 Nov. 2023, https://www.azwhitecollarcrime.com/blog/2019/04/01/the-fine-line-between-gifts-and-bribes/.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel   Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.