When should a new SOA be obtained during an appointment?

A new Scope of Appointment (SOA) should be obtained when discussing a health-related product that was not included in the original SOA. This is essential because the SOA serves as a documented agreement between the agent and the consumer, defining the specific topics to be discussed during an appointment. When the conversation shifts to a different product or topic that wasn't included in the initial agreement, obtaining a new SOA ensures compliance with regulations and respects the consumer's rights to make informed decisions.

This requirement helps maintain transparency and allows consumers to control which products they are considering, thereby contributing to a more personalized and respectful interaction between agents and consumers. It ensures that consumers have an opportunity to decide whether they want to explore additional options or remain focused on the original scope of discussion.