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Ordinarily, you obtain referrals from a third-party that initiates contact with potential clients

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Ordinarily, you obtain…

Ordinarily, you obtain referrals from a third-party that initiates contact with potential clients and usually sets up appointments for you. How would the guidelines for marketing MA and Part D plans apply to this practice?

Third parties may NOT make unsolicited calls, visits, or emails to Medicare beneficiaries in order to set up such appointments, or for any other reason related to the marketing of MA or Part D plans.