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CMS regulations require an appointment. Lead cards are only acceptable if they are "fresh" (I can't remember the time requirement at the moment).
Most carriers insist on a telephone call. I think consideration is the real rule. Many seniors do not appreciate a stranger showing up on their doorstep unannounced.
Please call your prospects before going to their door.
You should start a new thread and post all the rules that you want to make up and just pass them off as CMS rules.
IS it against CMS rules to say a rule is a CMS rule when it is not?
![Skeptical :skeptical: :skeptical:](/community/styles/default/xenforo/smilies/skeptical.gif)