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Scope of Sales Appointment

If you wish to discuss Medicare plan specific information the Centers for Medicare & Medicaid Services requires a signed Scope of Sales Appointment form on file at least 48 hours before the meeting. This is basically a fancy permission slip to confirm which products you want to discuss. When you click the green "Complete Scope of Sales Appointment..." text below, you will be prompted to provide your name and email, then fill out the form. Answer yes to any type of product you may wish to discuss and no to the rest. You are the beneficiary. Once the form is submitted, you will receive an email to which you must respond to verify your identity. There is no obligation to purchase anything.

  • Medicare Prescription Drug Plan (PDP) — A stand-alone drug plan that adds prescription drug coverage to Original Medicare, some Medicare Cost Plans, some Medicare Private-Fee-for-Service Plans, and Medicare Medical Savings Account Plans.
  • Medicare Advantage Plans (Part C) - A private health plan that provides all Original Medicare Part A and Part B health coverage and sometimes covers Part D prescription drug coverage. Multiple types of these plans exist depending on where you live.
  • Medicare Supplement (Medigap) Products - Plans offering a supplemental policy to fill “gaps” in Original Medicare coverage. A Medigap policy typically pays some or most of the deductible and coinsurance amounts applicable to Medicare-covered services, and sometimes covers items and services that are not covered by Medicare, such as care outside of the country. These plans are not affiliated or connected to Medicare.
  • Dental/Vision/Hearing Products - Plans offering additional benefits for consumers who are looking to cover needs for dental, vision or hearing. These plans are not affiliated or connected to Medicare.