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Tell them you would love to answer their questions and if they want to get together and go into further detail talk to me after the Seminar and I will get you the information you need to contact me. It would be hard not being able to go into details on the MA or PDP plans when people are asking about them because they are the most confusing.
That would definitely get you a violation. You answer questions there as a group. If you try to steer them to meeting with you one on one you won't be doing many educational seminars.
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I've done around eight or nine educational seminars a year for the past 5-years. They are always at the local hospital and promoted by the hospital. You can not sit business cards out and you can not offer them. But people do ask for them.
It's been well worth the time. A lot of good sales come from these.
And yes, CMS secret shoppers are at every one of them. You have to be very compliant.[/QUOTE
Someone in my company set up an educational power point and was telling me about his set up. Biggest problem I saw was he was calling it informational and requiring RSVPs which is how he created a list. After he would call all the RSVPs for an appointment.
I have a little concern about spending the money on a dm campaign, invite them to a seminar and sit back and wait for people to call me. I've been going back and forth on just calling it a sales event so I can collect information and actually answer questions about plans.
Trying to stay compliant and also not waste my time.
You definitely can't collect their information.
I wouldn't spend money on them. Contact you local hospital and see if they have an agent they work with already. Hospitals like to hold educational events and will do the mailings, newspaper and radio notices, etc. They usually pack 30-50 people in the audience for each one for me. As long as you keep it educational and never salesy, they are happy. If you do a good job, you will come across as the only person the audience has ever met that really understood it and explained it well. They will seek you out and you have been positioned as a very credible source.