What should Agent Tom Smith inform Mr. Moreno about food at the sales presentation?

Agent Tom Smith should inform Mr. Moreno that he can provide light snacks to potential enrollees during the sales presentation because this option aligns with the guidelines established for agent conduct in Medicare sales situations. Providing light snacks is permissible as it helps create a hospitable environment without being excessive or potentially seen as a bribe. It is important that the refreshments provided do not significantly influence the decision-making process for enrolling in a plan and that they remain within reasonable limits.

In contrast, offering a meal or any substantial food items might raise ethical concerns and could be viewed as attempting to unduly influence attendees’ choices. Additionally, serving any type of food without restriction may contradict regulations designed to ensure the integrity and fairness of the sales process. Being clear about what can and cannot be offered in such settings helps maintain compliance with Medicare guidelines and protects the interests of both the agency and the individuals being served.