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This video contains some of the most important information Medicare Advisors need to know. Paul shares essential steps to take to create your own process so you can conduct careful and compliant presentations. Learn how to handle computer security, protect client personal and health information, audits, allegations, and the importance of Scope of Appointments. Here you’ll find ideas for informal marketing and educational events, how to set them up, and how to leverage social media to help build your business.

5. Marketing & Compliance

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