Linda Sanchez is conducting a previously agreed upon appointment with client, Maria Gomez about a MA-Part D plan she represents. Before an enrollment form is completed, Linda needs to provide Maria with information about ____ - ANSWER I, II, and III only
Your friend's mother just moved to an ass...
Ahip 2024 module 4 CORRECT 100%
Linda Sanchez is conducting a previously agreed upon appointment with client, Maria Gomez about a
MA-Part D plan she represents. Before an enrollment form is completed, Linda needs to provide Maria
with information about ____ - ANSWER I, II, and III only
Your friend's mother just moved to an assisted living facility and he asked if you could present a program
for the residents about the MA-PD plans you market. What could you tell him? - ANSWER ?
Agent Daniel Webber has properly set up a sales appointment to meet with client Edward Young at
Agent Webber's office. At the agreed upon appointment time, Mr. Young arrives with his elderly
neighbor - Clara Burton, who wants to learn about her Medicare Advantage options. What should Agent
Daniel Webber do? - ANSWER After executing a scope of appointment (SOA) with Clara Burton, meet
with Edward Young and Clara Burton to discuss their Medicare Advantage options.
You have been providing a pre-Thanksgiving meal during sales presentations in November for many years
and your clients look forward to attending this annual event. When marketing Medicare Advantage and
Part D plans, what are you permitted to do with respect to meals? - ANSWER You may provide light
snacks, but a Thanksgiving style meal would be prohibited, regardless of who provides or pays for the
meal.
Wendy Park becomes eligible for Medicare for the first time in July. With the help of Agent James Chan,
she enrolls in FeelBetter Medicare Advantage plan with an effective date of July 1st. Which statement
best describes how Agent Chan may be compensated under CMS rules? - ANSWER FeelBetter will pay
Agent Chan initial year compensation for the months July through December. Renewal amounts will be
paid starting in January if Ms. Park remains enrolled the following year.
You are working several plans and community organizations to sponsor an educational event. When
putting together advertisements for this event, what should you do? - ANSWER You must ensure that the
advertisements indicate it is an educational event, otherwise it will be considered a marketing event.
Another agent you know has engaged in misconduct that has been verified by the plan she represented.
What sort of penalty might the plan impose on this individual? - ANSWER The plan may withhold
commission, require retraining, report the misconduct to a state department of insurance or terminate
the contract.
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