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2017 Generic Scope for date and signature

Page 2 of Scope of Appointment

Please email me my Scope of Appointment

We will email you an attachment that you can print/sign/scan and email back.....You can now proceed to the Contact Page (Next Tab) and enter your Appointment Request.

What is a Scope of Appointment?

Why do I need one? 

The Scope of Appointment is a federally required form used to document an appointment between an insurance agent and a Medicare beneficiary to ensure that no other types of products are discussed outside of what the beneficiary originally requested.

​If you would like to discuss other insurance products.....a minimum 48 hour period is needed after your Medicare appointment.

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