Question

if you are soliciting a call for medicare supplement with a client and the customer requests more information on a MA or PDP product, can a discussion be held at that time for those products, or must it be done at a later time?

Answer 1

If a customer requests more information on a MA or PDP product during a call for Medicare supplement, it is appropriate to have a discussion about those products at that time.

Step-by-step explanation:

If you are soliciting a call for Medicare supplement with a client and the customer requests more information on a MA or PDP product, it is appropriate to have a discussion about those products at that time. This allows you to address any questions or concerns the customer may have and provide them with the information they need to make an informed decision. By having the discussion right away, you can ensure that the customer has all the necessary information and can make a decision without having to wait for a separate appointment.