See Special Enrollment Exam Quiz
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SEE PART 3: REPRESENTATION, PRACTICES, AND PROCEDURES
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After the 2025 filing season, an enrolled agent who e-filed returns for 60 clients obtained an insurance license and began selling life insurance and annuities through her own agency. She plans to e-mail each client an advertisement for these products, using the e-mail addresses and telephone numbers the clients gave on their tax-return intake questionnaires. She will send the advertisement herself and will not share the client information with anyone.
Which of the following must the EA do before using this client information for the advertisement?
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