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What can I not do at an educational event?

At an educational event, you can't market specific plans or benefits, can't conduct sales/marketing presentations, and can't distribute or accept plan applications. Unsolicited door-to-door visits to long-term care residents who haven't requested one are also prohibited.

What the rule says

“At educational events, MA organizations and agents/brokers may not market specific MA plans or benefits.”
42 CFR § 422.2264(c)(1)(i)
“At educational events, Part D sponsors and agents/brokers may not market specific Part D sponsors or benefits.”
42 CFR § 423.2264(c)(1)(i)
“MA organizations holding or participating in educational events may not conduct sales or marketing presentations or distribute or accept plan applications.”
42 CFR § 422.2264(c)(1)(iii)
“Part D sponsors holding or participating in educational events may not conduct sales or marketing presentations or distribute or accept plan applications.”
42 CFR § 423.2264(c)(1)(iii)
“If a resident did not request an appointment, any visit by an agent or broker is prohibited as unsolicited door-to-door marketing.”
42 CFR § 422.2264(c)(1)(iv) / § 423.2264(c)(1)(iv)

Note: the last item concerns scheduling appointments with long-term care facility residents at educational events, not a general prohibition on all door-to-door contact.

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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