When must the Scope of Appointment be obtained from a consumer?

The Scope of Appointment must be obtained from a consumer 48 hours in advance of a sales presentation to ensure compliance with regulations governing Medicare and other health-related plans. This requirement is in place to protect consumers and maintain ethical practices in the industry. It allows consumers to be informed and prepared for the discussion about their options and ensures that they are not pressured or rushed into a decision.

Obtaining the Scope of Appointment in advance serves multiple purposes: it helps establish a clear understanding between the sales representative and the consumer about the topics to be covered, promotes transparency in sales practices, and gives consumers time to consider their options before the presentation. Additionally, this advance notice contributes to improving the overall integrity of the sales process, ensuring that consumers can make well-informed decisions based on their needs without any undue influence.