Final answer:
When presenting MA and PDP plans in face to face or telephonic appointments, agents must prepare materials, communicate effectively, and address any client questions or concerns.
Step-by-step explanation:
When conducting face to face or telephonic appointments to present MA and or PDP plans, the agent MUST:
- Prepare relevant materials and documents to explain the plans to the client.
- Communicate clearly and effectively to ensure the client understands the details and benefits of the plans.
- Address any questions or concerns the client may have, providing accurate and factual information.