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What are the rules this week regarding appointments to sell PDP plans? (not asking about MA's). I have not kept up with it for the last few weeks.
Suppose I talk to a client on the phone about a med supp and also ask about PDP and they say they would like to discuss that as well. Am I good to go as far as just meeting with the client to discuss the supp and the PDP or are there special rituals, permission slips, and notes from your mamma required?
Assume that I am talking to the client as a result of a med supp lead based on their response or initiative. Not talking about coldcalling.
Thanks.
Winter
Suppose I talk to a client on the phone about a med supp and also ask about PDP and they say they would like to discuss that as well. Am I good to go as far as just meeting with the client to discuss the supp and the PDP or are there special rituals, permission slips, and notes from your mamma required?
Assume that I am talking to the client as a result of a med supp lead based on their response or initiative. Not talking about coldcalling.
Thanks.
Winter