Before conducting in-home presentations for Medicare Advantage plans, what must you obtain?

To conduct in-home presentations for Medicare Advantage plans, obtaining an invitation from the beneficiary along with documentation of the products to discuss is essential. This ensures compliance with Medicare marketing rules, which mandate that beneficiaries must express interest in specific plans before a representative can meet with them in their home. This not only respects the beneficiary's autonomy and privacy but also adheres to regulatory requirements regarding marketing practices in the Medicare program.

By obtaining this invitation, the representative can ensure that the discussion remains relevant to the beneficiary’s needs and interests. Furthermore, having documentation of the products to be discussed helps clarify information and improves the chances of a meaningful and productive conversation about Medicare options. This approach fosters trust and a professional relationship, aligning with best practices in the field.