What must an agent obtain from the consumer at least 48 hours before an in-person marketing appointment?

An agent must obtain a Scope of Appointment from the consumer at least 48 hours before an in-person marketing appointment to ensure that the consumer is informed about the nature of the meeting and what topics will be discussed. This document serves as a key compliance measure in the healthcare industry, particularly in Medicare-related marketing, as it protects the consumer's right to choose their preferred plans and ensures that agents do not discuss products or services outside the agreed-upon scope. By having this scope in place, it helps ensure that the appointment is conducted in an ethical manner and aligns with regulatory requirements, thus fostering transparent communication between the agent and the consumer.

This practice helps to create a structured approach to marketing interactions, ensuring that potential clients are not overwhelmed or misled about what the in-person meeting will entail. It also reinforces the importance of respecting consumer preferences and safeguards their interests in the decision-making process regarding healthcare services.