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Mrs. Lu is turning 65 in November and called to ask for your help deciding on a Medicare Advantage plan

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Mrs. Lu is turning…

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?

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