During an appointment with two attendees, what is the required step before discussing MA options with both?

• A. Execute a scope of appointment with the additional attendee.
• B. Discuss with the primary client only.
• C. Discuss with both without an SOA.
• D. Delay discussion until a later date.

Answer: (A)

Scope of Appointment requirements mean you must have a signed SOA on file for anyone you plan to discuss MA options with. If there are two attendees in the appointment, you need to execute a scope of appointment with the additional attendee before you discuss MA options with both. This ensures the second person has authorized you to receive and consider plan information and protects everyone’s privacy. You wouldn’t proceed just with the primary client, you wouldn’t discuss MA options without an SOA, and there’s no need to wait—the SOA should be completed so you can discuss options with both once authorized.