A marketing appointment is a meeting you set up with an insurance agent to talk about Medicare options. Before the visit, you fill out a Scope of Appointment form so the agent knows what topics you want to discuss. In Hawaii, some appointments happen at home, while others may be held at libraries, senior centers, or churches.
During your appointment, the agent may explain plans, give you brochures, and help you compare options. They cannot talk about products you didn’t ask about, request referrals, or enroll you outside allowed periods like Fall Open Enrollment.
Knowing these rules helps kūpuna avoid pressure and keeps conversations honest and focused on your needs.
