Scope of Appointment
Centers for Medicare and Medicaid Services (CMS) requires a Scope of Appointment be completed at least 48 hours before your scheduled appointment. Benefit advisors are unable to proceed with the enrollment until the Scope of Appointment is completed.
The Scope of Appointment:
Is for your protection. It ensures no products are discussed beyond what's agreed upon.
Ensures you understand we'll be talking with you about various plans types and that you agreed to having the conversation.
States the benefit advisor you speak to during your scheduled appointment is neither employed nor contracted by a Medicare plan, doesn't work for the federal government, and may be paid based on your enrollment in a plan. Note: Our benefit advisors aren't paid on commission; however, we‘re still required by CMS to state the benefit advisor may be paid based on your enrollment in a plan.
*Our licensed benefit advisors specialize in health insurance for retirees. They go through annual training and certification to ensure they can help you make an informed and confident decision.