Before starting an enrollment, what benefit information are agents required to provide to the consumer?.

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18-08-2022
Business

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Before starting an enrollment, what benefit information are agents required to provide to the consumer?.

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ayfat23 ayfat23 · Answer 1 · 2022-08-26T13:18:27+02:00

Before starting an enrollment, benefit information the benefit information are agents required to provide to the consumer are:

suitable information about consumer's needs
goals and financial resources

Why is it necessary for the agent to provide information to the consumer?

It is necessary for the agent to provide information to the consumer so as to be able to make the best decision during the enrolment.

It should be noted that the agent serves as guidance for the consumers to put them on the right path.

In conclusion, Before starting an enrollment, benefit information the benefit information are agents required to provide to the consumer ais suitable information about consumer's needs.