HOW IT WORKS All items are interactive PDFs. 1.) “Download” the item you would like to customize with your info. 2.) The pdf will automatically download, open the pdf. 3.) Enter your name, number and other info into text boxes. 4.) File > Save > Submit to your printing company or use accordingly EIS Digital Catalog REQUIREMENTS ON MARKETING MATERIALS • Disclaimer: “This is an advertisement.” (required for all mailers; must be on the front of the envelope or postcard) • Disclaimer: “Calling the number above will connect you with a licensed insurance/sales agent.” (any- time a phone number is listed) • Disclaimer: “By providing the information above, I give permission for a licensed sales agent to con- tact me by phone or email to discuss Medicare Advantage Plans, Medicare Part D Prescription Drug Plans, and/or Medicare Supplement Insurance Plans.” (business-reply cards, or a request for permis- sion to contact) • Font size: All text must be in a minimum of 12 pt. font size, Times New Roman or equivalent, and is required on all documents with the exclusion of business cards. PROHIBITED MARKETING CONTENT • CMS prohibits the use of language that implies or may lead consumers to believe than an individual works for os is otherwise connected with Medicare, Social Security, or any other government Pro- grams. For example, it is non-compliant to refer to yourself as a “Medicare Specialist” or “Medicare Advisor.” • “Government symbol use is also strictly prohibited. Consumer facing materials cannot mimic or resemble a CMS or government agency design. (e.g., American flag, eagle, or Medicare ID card sam- ple)” • “You should also not use the word “senior” but instead use “Medicare beneficiary” or “Medicare eligi- ble.” Using the word “senior” excludes those under age 65 on a disability.” • “MMGs also prohibit the use of absolute statements like “best plan” or “all carriers.”” 3