While marketing MA and Part D plans, you collected a large number of scope of appointment forms from you clients

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While marketing MA…

While marketing MA and Part D plans, you collected a large number of scope of appointment forms from you clients, wherein they indicated their interest in specific products and this wish for you to provide information on those products in their homes. What should you do with those forms?

The scope of appointment forms MUST be retained for a period of ten years.

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