Per the requirement of CMS (The Centers for Medicare and Medicaid Services), I am required to have you sign a document called a Scope of Appointment. This documents the scope of a marketing appointment prior to any individual sales meeting to ensure understanding of what will be discussed between an agent (myself) and the Medicare beneficiary or authorized representative (you). All information provided on this form is confidential and should be completed by each person with Medicare or his/her authorized representative.
Please follow the directions on the interactive form below to complete the required Scope of Appointment.
I look forward to meeting with you soon!