What should agents and brokers prioritize before organizing events?

Prioritizing adherence to reporting guidelines is essential for agents and brokers before organizing events. These guidelines ensure that all activities comply with the regulations set forth by Medicare and relevant governing bodies. Strict compliance not only protects the integrity of the agents and brokers but also helps maintain the trust of attendees by demonstrating a commitment to ethical practices.

Adhering to reporting guidelines includes accurately documenting activities and interactions, which is crucial for ensuring transparency and accountability. This process can help prevent potential compliance issues that might arise from failing to follow proper procedures. By focusing on these guidelines, agents and brokers can create a foundation for a successful event that aligns with regulatory standards, ultimately leading to better outcomes for both their practices and the beneficiaries they serve.