When conducting an informal marketing/sales event, agents may__________

• A. Display plan materials, lead cards, business cards, and scope of appointment forms.
• B. Provide medical advice.
• C. Sell plans with no disclosures.
• D. Share confidential patient data.

Answer: (A)

In informal marketing events, the focus is on sharing information and gathering consent to follow up, while staying within documented boundaries and privacy rules. Agents may display plan materials so attendees can review options, use lead cards to capture interest and basic contact details, hand out business cards for easy follow-up, and collect scope of appointment forms to document exactly which plans or topics the attendee has authorized the agent to discuss. The scope of appointment form is key here because it ensures that conversations stay within the agreed-upon topics and that any disclosures required before presenting plan details are in place. This approach supports compliant outreach by providing information, obtaining explicit permission to discuss specific plans, and keeping a clear record of what was authorized.

Providing medical advice is not appropriate in this setting, selling plans without the required disclosures is not compliant, and sharing confidential patient data violates privacy rules. The winning approach centers on informative materials, legitimate lead collection, and proper authorization through the scope of appointment, which together uphold ethical and regulatory standards in informal marketing.