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LU is turning 65 in November and called to ask for your help deciding on a MA plan

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LU is turning 65…

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

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