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Learning Center / Medicare, ACA, and Life Insurance News / Scope of Appointment

Scope of Appointment
Medicare, ACA, and Life Insurance News

Medicare Sales | CMS | medicare marketing guidelines | Compliance | Scope of Appointment | 2025

Consulting Fees on Non-Commissionable Plans: What Insurance Agents Need to Know

December 5th, 2024|2 min read

Medicare Advantage plans | Medicare Sales | CMS | Compliance | Scope of Appointment | SOA

Voice SOA (Scope of Appointment)

November 7th, 2024|2 min read

Online Enrollment | Medicare Advantage | Part D | Scope of Appointment | SOA

Medicare Scope of Appointment Form Download

November 7th, 2024|2 min read

Online Enrollment | Referrals | Medicare Sales | AEP | Compliance | Scope of Appointment | PSM Marketing Hub

AEP Agent Compliance Guide

October 11th, 2023|2 min read

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*For agent use only. Not affiliated with the U. S. government or federal Medicare program. This website is designed to provide general information on Insurance products, including Annuities. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that PSM Brokerage, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.