# AHIP Medicare Exam Prep 33, Scope of Appointment Rules

Page: https://stenobird.com/podcast/insurance-exam-prep-7644557/ahip-medicare-exam-prep-33-scope-of-appointment-rules
Text version: https://stenobird.com/podcast/insurance-exam-prep-7644557/ahip-medicare-exam-prep-33-scope-of-appointment-rules.md
Podcast: [Insurance Exam Prep](https://stenobird.com/podcast/insurance-exam-prep-7644557)
Published: 2026-09-18T23:26:01+00:00
Episode link: https://open-exam-prep.com/
Audio file: https://episodes.captivate.fm/episode/35ec9fb3-01ec-4611-8c2e-1fcd9f67396c.mp3
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Duration seconds: 231

## Resource

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - What a Scope of Appointment (SOA) is and when it must be collected prior to Medicare Advantage or Part D sales meetings - Product-scope boundaries and why discussing new plan types or cross-selling non-health products requires a new SOA - Exceptions to advance timing requirements such as beneficiary walk-ins, inbound calls, and end of enrollment periods - Rules for multi-beneficiary meetings requiring individual SOAs for every participating beneficiary - CMS record retention rules requiring all SOA documentation to be maintained for ten years For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep

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## Transcript

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