Medical Expense✓ Verified · outline & fact-checked · Sep 2026Difficulty 2/5
Under CMS marketing rules, before discussing the specific benefits of a Medicare Advantage plan with a beneficiary, an agent must:
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Answer & full 3-part explanation (select an option above, or peek)
Why A is correct
CMS marketing rules require a scope of appointment before an agent discusses plan-specific benefits with a beneficiary. The scope of appointment records the agreed discussion topics and must be obtained before moving from general educational information to plan-specific benefit details. This protects beneficiaries from unsolicited, high-pressure plan marketing and is a key CMS compliance point (AH-III.D.3).
Why the other options are wrong
- B) Medical records are never part of the scope-of-appointment requirement; agents do not collect them for marketing.
- C) An enrollment application comes after the sales presentation, not before the scope of appointment.
- D) Verifying the Social Security number relates to enrollment documentation, not to the pre-presentation scope of appointment.
Memory hook
Scope of appointment = get the beneficiary's OK on the topic list before pitching plan benefits.