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If a beneficiary has agreed to an in-home

If a beneficiary has agreed to an in-home appointment to discuss a PDP product, an agent can discuss an HMO product with them during that same meeting, if the beneficiary requests it and a new scope of appointment form is completed. True

A sales agent, employed by the Sponsor’s first-tier, downstream

A sales agent, employed by the Sponsor’s first-tier, downstream, or related entity (FDR), submitted an application for processing and requested two things: 1) to back-date the enrollment date by one month, and 2) to waive all monthly premiums for the beneficiary. What should you do? d. Process the application properly (without the requested revisions)—inform your … Read more