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?
Question & Answer
Mrs. Lu is turning 65 in November and called to ask for your help deciding on a Medicare Advantage plan
1 Answer
Verified archiveYou may provide her with the required enrollment materials and take her completed enrollment application.