Mr. Prentice has many clients who are Medicare beneficiaries. He should review the Centers for Medicare & Medicaid Services' Marketing Guidelines to ensure he is compliant for which type of products?
c. Medicare Advantage (MA) and Prescription Drug (PDP) plans Correct
Another agent working fo...
mr prentice has many clients who are medicare beneficiaries he should review the centers for medicare amp medicaid services marketing guidelines to ensure he is co
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AHIP module 4
Mr. Prentice has many clients who are Medicare beneficiaries. He should review the Centers for
Medicare & Medicaid Services' Marketing Guidelines to ensure he is compliant for which type of
products? correct answerc. Medicare Advantage (MA) and Prescription Drug (PDP) plans Correct
Another agent working for your agency claims that because you are not employed by the Medicare
Advantage plans that you represent, you are not subject to the same requirements as the plans
themselves. How should you respond to such a statement? correct answerc. Your coworker is not
correct. Marketing on behalf of a plan is considered marketing by the plan and requires that all
contracted and employed agents comply with all Medicare marketing rules. Correct
You work for a company that has marketed Medigap products for many years. The company has added
Medicare Advantage and Part D plans and you will begin marketing those plans this fall. You are
planning what materials to use to easily show the differences in benefits, premiums and cost sharing for
each of the products. What do you need to do with your materials before using them for marketing
purposes? correct answerb. You must submit your materials to the plan you represent, so CMS can
review and approve the materials to ensure they are accurate. Correct
Which of the following is a correct statement about state laws as they pertain to marketing
representatives? correct answerd. Medicare health plans must comply with requests for information
from state insurance departments investigating complaints about a marketing representative. Correct
You are seeking to represent an individual Medicare Advantage plan and an individual Part D plan in
your state. You have completed the required training for each plan, but you did not achieve a passing
score on the tests that came after the training. What can you do in this situation? correct answera. You
will not be able to represent any Medicare Advantage or Part D plan until you complete the training and
achieve an adequate score, although you will not have to take a test if you exclusively market
employer/union group plans and the companies do not require testing. Correct
Your colleague works at a third party marketing organization (TMO) and she said she did not need to
take the Medicare training for brokers and agents or pass a test to market Medicare plans since her
contract is with the TMO, not the plans that have the products she sells. What could you say to her?
correct answerd. You could tell her she is wrong, and that only agents selling employer/union group
, plans are permitted an exemption from testing, but some employer/union group plans may require
testing to promote agent compliance with CMS marketing requirements. Correct
Agent Armstrong is employed by XYZ Agency, which is under contract with ABC Health Plan, a Medicare
Advantage (MA) plan that offers plans in multiple states. XYZ Agency maintains a website marketing the
MA plans with which it has contracts. Agent Armstrong follows up with individuals who request more
information about ABC MA plans via the website and tries to persuade them to enroll in ABC plans.
What statement best describes the marketing and compliance rules that apply to Agent Armstrong?
correct answerc. Agent Armstrong needs to be licensed and appointed in every state in which
beneficiaries to whom he markets ABC MA plans are located. Correct
You are mailing invitations to new Medicare beneficiaries for a marketing event. You want an idea of
how many people to expect, so you would like to request RSVPs. What should you keep in mind? correct
answerd. You may request RSVPs, but you are not permitted to require contact information. Correct
Agent Antonio is preparing for a presentation on Medicare and Medicare Advantage before a local
senior citizen civic group where he hopes to enroll some attendees. Which of the following steps should
he take in order to be in compliance with Medicare marketing rules? correct answera. Antonio should
include on the invitation a statement that a salesperson will be present with information and
applications. Correct
You have set up an appointment for an in-home sales presentation with Mrs. Fernandez, who expressed
interest in the Medicare plans you represent. In preparation for the sales presentation, what must you
do? correct answerc. Prior to conducting the presentation, obtain, and document having obtained her
permission to visit, along with her interest in the specific products you will present. Correct
Mrs. Lu is turning 65 in November and called to ask for your help deciding on a Medicare Advantage
plan. She agreed to sign a scope of appointment form and meet with you October 15. During the
appointment, what are you permitted to do? correct answerc. You may provide her with the required
enrollment materials and take her completed enrollment application. Correct
While making an appointment to discuss Medicare Advantage (MA) and Part D plans with a potential
enrollee, you are asked to describe other types of insurance products that your client might wish to
purchase. What additional types of insurance can you present during the MA and Part D marketing
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