You have set…
You have set up an appointment for an in-home sales presentation with Mrs. Fowler, who expressed interest in the Medicare plans you represent. In preparation for the sales presentation, what must you do?
Prior to conducting the presentation, obtain, and document having obtained her permission to visit, along with her interest in the specific products you will present.
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Which of the following statements
At a Sales event, you may not require beneficiaries
With specific goals and objectives for the population it serves
A prohibited marketing activity is
Mrs. Berkowitz wants to enroll in a Medicare Advantage plan that does not include drug coverage