Can I hold a sales event right after an educational event in the same building?
You can, but there's a required transition: you must tell attendees the educational portion is ending and a sales event is about to start, and give them a real chance to leave before the marketing event begins.
What the rule says
“If a marketing event directly follows an educational event, the beneficiary must be notified that the educational event is ending and a marketing event will begin shortly and be given a sufficient opportunity to leave the educational event prior to the start of the marketing event.”
Also, during the educational portion itself, no sales or marketing activity is permitted:
“At educational events, MA organizations and agents/brokers may not market specific MA plans or benefits.”
“Part D sponsors holding or participating in educational events may not conduct sales or marketing presentations or distribute or accept plan applications.”
Separately, related MCMG guidance addresses transitioning a beneficiary from a communications activity into a marketing activity, such as a hand-off to a sales representative, requiring clear consent before the transfer:
“Before transferring, the beneficiary must clearly consent to being transferred.”
This guidance point concerns communications-to-marketing transfers generally; the excerpts don't specify whether it applies specifically to an educational-to-marketing-event transition in the same building beyond the CFR notice/opportunity-to-leave requirement above.
Carrier and FMO rules are often stricter than CMS rules. This tool reports what CMS sources say and is not legal advice. Enrollment guidance shown is the CY 2027 version. Regulation text reflects the CY 2027 marketing rules, which apply to marketing beginning October 1, 2026.
This answer was generated by mapdbot from the sources listed below on September 23, 2026 and checked against them. Regulation text: eCFR as of 09/15/2026. It is for licensed insurance agents, is not legal advice, and does not cover carrier or FMO rules.
Sources cited
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