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Mrs. Lu is turning 65 in November and called to ask for your help deciding on a Medicare Advantage plan

Mrs. Lu is turning 65 in November and called to ask for your help deciding on a Medicare Advantage plan. She agreed to sign a scope of appointment form and meet with you on October 15. During the appointment, what are you permitted to do?




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1 Answer

  1. You may provide her with the required enrollment materials and take her completed enrollment application.

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