Rule

● CMS: 48-hour Scope of Appointment wait eliminated

The 2027 final rule removed the 48-hour wait between an SOA and a marketing appointment, removed the 12-hour gap between educational and sales events, allowed SOA collection at educational events and cut call-recording retention from 10 to six years.

Your move

Update scripts for same-day appointments and check your carrier and upline compliance rules, which may be stricter.

Full story: The 48-hour rule is gone: what changed in Medicare marketing on Oct. 1