PDP appointment rules

[retread]

We probably have little to worry about until a complaint is filed by a client, or something brings attention to the agent by CMS. If this happens, I think you will possibly see an audit of the agents entire business. These forms had better be a part of our saved documents.

I think you are spot on, Joe!

 

[SkyTower]

What happens to the form after the prospect signs it? Isn't that the most important part?

I have been told that we are to just put it in a safe place and keep it for an extended period of time. I have a lot of things that I have in a really safe place. So safe that now I can't even find them.

That sounds like a good place to keep the forms to me.

Yes ten years is a long time to keep any piece of paper. I use the same filing system you use!