Scenario
The prospect and agent signed a written SOA scoped to MA and MAPD products. During the appointment the agent discussed a stand-alone Part D (PDP) plan as an alternative to a MAPD. The PDP box was not checked on the SOA form.
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SOA Scenario
SOA signed but scope mismatch
Scope covered MA/MAPD only; agent quoted a PDP mid-appointment.
Training material only. Not legal, compliance, or enrollment advice. Always defer to current CMS guidance, your FMO's compliance team, and your carrier certifications. See disclaimers.
On this scenario: 0/0 correct — no attempts yet.
Sources
Reviewed Jul 15, 2026 · GoAEP editorial- 42 CFR §422.2264(c)
Scope of Appointment documentation before a marketing appointment.
- 42 CFR §422.2260 – §422.2274
MA marketing standards (Subpart V).
- CMS Medicare Communications & Marketing Guidelines
Master CMS guide for MA and Part D communications and marketing.
Not marketing material. Not for consumer distribution. CMS rules evolve — verify against current guidance before use.
Educational drill only. Rules and CMS guidance evolve — always defer to current CMS publications, your FMO compliance team, and your carrier certifications.
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