A Medicare beneficiary has walked into your office and requested that you sit down with her and discuss her options under the Medicare Advantage program. Before engaging in such a discussion, what should you do? (ANS- You must have her sign a scope of appointment form, indicating which products she...
AHIP MODULE 4 EXAM
A Medicare beneficiary has walked into your office and requested that you sit
down with her and discuss her options under the Medicare Advantage program.
Before engaging in such a discussion, what should you do?
(ANS- You must have her sign a scope of appointment form, indicating which
products she wishes to discuss. You may then proceed with the discussion.
You will be holding a sales event in the near future, at which you would like to
offer door prizes to attendees. Under guidelines from the Medicare agency, what
types of gifts or prizes would not be allowed in this situation?
(ANS- Gift cards or gift certificates of $15 or less that can be readily converted to
cash.
During a sales presentation, your client asks you whether the Medicare agency
recommends that she sign up for your plan or stay in Original Medicare. What
should you tell her?
(ANS- Tell her that the Medicare agency does not endorse or recommend any
plan.
ABC is a Medicare Advantage (MA) plan sponsor. It would like to use its
enrollees' information to market non-health related products such as life insurance
and annuities. To do so it must obtain authorization from the enrollees. Which
statement best describes the authorization process?
(ANS- Authorization may be obtained by directing a beneficiary to a website to
provide consent as long as the website includes a mechanism for an electronic
signature that is valid under applicable law.
, Agent Martinez wishes to solicit Medicare Advantage prospects through e-mail
and asks you for advice as to whether this is possible. What should you tell her?
(ANS- Marketing representatives may initiate electronic contact through e-mail but
an opt-out process must be provided.
Miguel Sanchez is a relatively new agent who has come to you for advice as to
what he can do during the Medicare Advantage Open Enrollment Period (MA-
OEP). What advice should you give Miguel?
(ANS- During the MA-OEP, Miguel can have one-on-one meetings with
beneficiaries who have requested such meetings.
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 on October 15. During the appointment, what are you permitted to
do?
(ANS- You may provide her with the required enrollment materials and take her
completed enrollment application.
You are working several plans and community organizations to sponsor an
educational event. When putting together advertisements for this event, what
should you do?
(ANS- You must ensure that the advertisements indicate it is an educational event,
otherwise it will be considered a marketing event.
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