At an educational event, what activity is an agent allowed to perform?

• A. Distribute promotional brochures only.
• B. Display and collect lead cards.
• C. Provide medical advice.
• D. Schedule appointments for other events.

Answer: (B)

At an educational event, the activity an agent is allowed to perform is displaying and collecting lead cards. Lead cards let attendees indicate interest and provide consent to be contacted, giving the agent a non-clinical way to gather information for follow-up while keeping the interaction within the event’s educational purpose. This approach supports compliant engagement by avoiding giving medical advice and by focusing on information gathering and next steps. Distributing brochures alone is more passive and doesn’t capture leads, providing medical advice is outside an agent’s scope at such events, and scheduling appointments for other events involves additional processes and permissions beyond the educational setting.