Enrolled Agent-licensed to practice before the IRS, Samuel N Smith, EA, South Carolina
The rules of medicare requires the insurance agent to verify you are who you say you are and they must certify that they have interviewed you in a face to face conversation and the agent has to "recertify" every year in order to sell medicare advantage and the agent is accountable to assure if you have a "personal representative" or a "power of attorney" that person has to be present. The agent is also accountable to give you a "summary of benefits" and to assure you understand the type of policy you are purchasing and the coverages.
The insurance agent must licensed to sell insurance for the State in which you reside
The insurance agent must licensed to sell insurance for the State in which you reside