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The 2027 Medicare agent compliance cheat sheet.

The 48-hour scope of appointment wait is gone. The TPMO disclaimer moved. Recording retention changed. Two printable pages with what changed, the dates that matter, and a checklist for every appointment, each with its CMS source.

What changed in the scope of appointment rules on June 1, 2026
When the TPMO disclaimer has to be given now
How long to keep recordings, scope forms and ACA consents
A six-point checklist for every Medicare appointment
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Scope of appointment with a locked record, disclaimer tracking on every appointment and call, and recordings kept as long as the rules require.