If a beneficiary has an appointment to discuss a PDP product, what can an agent discuss during that meeting?

When a beneficiary has an appointment to discuss a Prescription Drug Plan (PDP) product, the agent is permitted to discuss any Medicare product, provided that a new appointment form is completed. This flexibility allows agents to educate beneficiaries on the entire range of Medicare options available to them, including Medicare Advantage plans, Medigap, and other related products.

It's essential for agents to ensure that they have proper documentation, such as a new appointment form, which formalizes the request to discuss broader Medicare products, ensuring compliance with regulations and guidelines set forth by Medicare. This approach helps ensure beneficiaries are well-informed about their choices and can make informed decisions based on their specific healthcare needs.

The options excluding this highlight limitations that would prevent beneficiaries from getting a comprehensive understanding of their healthcare options, which is not the intent of the appointment process.