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On slide 17 of the Compliance Standards section of the training manual, at what point does advising become coaching?
What slide 17 of the Compliance Standards section of the training manual is explaining is that agents are not allowed to coach the consumer to provide inaccurate information on the application regarding income, residency, immigration status and other eligibility rules.
There may be a more recent answer to this question. Contact Claremont for an update.