Agents and brokers must discuss a CMS developed list of items during the marketing and sale of a Medicare Advantage or Part D plan at the end of the enrollment process.

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The correct answer indicates that agents and brokers are not required to discuss a CMS developed list of items during the marketing and sale of a Medicare Advantage or Part D plan at the end of the enrollment process. This is significant because while agents and brokers must adhere to various regulations and guidelines during the marketing of Medicare plans, the specific requirement to discuss a CMS developed list at the conclusion of the process is not mandated. Instead, the focus is generally on ensuring that clients fully understand the plans they are enrolling in and the benefits that each plan provides.

Understanding this context sheds light on the responsibilities agents and brokers have, which revolve around informing clients about their choices and aiding in a clear understanding of the plan details. Therefore, the requirement to address a CMS developed list at the end of enrollment does not apply, emphasizing the importance of clarity and education rather than a mandated checklist to follow in the closing stages of the enrollment process.

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