The correct answer is B) Marvin should consult with the health plans he represents to determine whether those plans impose requirements around beneficiary referrals.
Agent Marvin Millner wants to reach out to his current clients for referrals. The advice that I would give to Marvin is "Marvin should consult with the health plans he represents to determine whether those plans impose requirements around beneficiary referrals."
In this profession, there is a clear Marketing & Communications guideline authorized by the Centers for Medicare & Medical Services in the United States. So Marvin should be well informed and correctly prepared to do his job. So he better read and understands the articles, cases, and examples included in the guidelines. In the case of referrals, he must read article 110 of the guidelines, which refers to Agent/Broker Activities, Oversight, and Compensation Requirements.
110.2 talks about the activities permitted to agents.