48 Hour Rule for Scope of Appointment

New: 48 Hour Rule for Scope of Appointments

Released: September 4, 2023

48 Hour Rule

A Scope of Appointment must be signed more than 48 hours before the appointment date unless:

• Your appointment is within 4 days of the end of the client's election period
• Unscheduled in-person meetings (walk-ins) initiated by the beneficiary
• Inbound calls made by beneficiaries to a sales agent (SOAs are not required for inbound calls)

To learn more about the 48 Hour Rule with an SOA, click here.