Taryn Mott, Director of Provider Referral Operations and Training and long-time licensed insurance agent, answers your questions about all things Medicare.

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Dear Taryn,
Does it matter which carrier’s Scope of Appointment I use for the 48-hour SOA Rule by CMS?
Bryan

Dear Bryan,
You can use a SOA from any carrier. Regardless if you write that plan or another carrier’s plan.
Taryn

Dear Taryn,
When a beneficiary approaches me, the agent, to purchase a plan, how does the 48-hour Scope of Appointment rule work for plan year 2024?
Adam

Dear Adam,
When a beneficiary approaches you, whether in a retail space or your office, there is no longer a 48-hour SOA requirement.
Taryn

Dear Taryn,
How are we supposed to comply with the 48-hour SOA rule at the end of AEP?
Kim

Dear Kim,
The last 4 days of AEP do not require the 48-hour rule by CMS.
Taryn

Dear Taryn,
Can I hold a sales meeting following an educational event?
Rose

Dear Rose,
The new CMS guidelines state that Marketing events can be held 12 hours after the educational event. CMS has also established a $15 cap for all meals held during an educational event and light snacks during marketing events.
Taryn