This guide was developed to aid compliance throughout all stages of the sales process and includes critical information and useful tips to keep in mind at all times. Making a Compliant MA/PDP Presentation Featuring a handy check list, presentation phases are covered in three sections: Prior – Key points
During – Necessary steps
After – Important follow-up actions
Things to Know
In addition to the preceding information, the compliance guide addresses the following topics:
Download the Compliance Guide here! ![]() |
Medicare Blog | Medicare News | Medicare Information
Agent Compliance Guide: Staying Compliant Before the Sale
Posted by www.psmbrokerage.com Admin on Thu, Nov 02, 2023 @ 11:18 AM