Do you feel like you understand all of the new compliance rules?  Are you ready for AEP?  We continue our Let's Talk Compliance series with our final episode on sales and a final rule overview.  The Brokerage Inc.'s Compliance Director, Diana McElroy, and Training Specialist, Ivonne Acuna dive deep into what you need to know about selling this AEP season. In this episode, we will cover: How much time between a sales and education event Where did you get your leads Rules around the scope of appointment (SOA) And much more. If you want to submit a document for approval, visit www.thebrokerageinc.com and log into the agent portal.  Click on the compliance tab and look for submitting materials.  Our process will also give you an ID# so you have a record of the approval process.  Or you can contact our compliance department by emailing Diana at [email protected].    

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