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Disclaimer builder
Fill in your numbers to get the standard third-party marketing organization (TPMO) disclaimer wording from the federal rule.
Your disclaimer
When to use it
The disclaimer is standardized content for any TPMO that sells plans for more than one Medicare Advantage organization. It must be (42 CFR 422.2267(e)(41)):
- Said out loud on sales calls before discussing any benefits
- Included in emails, online chat and other electronic communication with a beneficiary
- Prominently displayed on TPMO websites
- Included in marketing materials, including print and TV ads
Use the counts for the specific area where the client lives. Your carriers or agency may require extra wording.
Sources
Summaries are for general information for licensed agents, not legal advice. Rules change; always follow current CMS, state and carrier requirements.
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