1. A Medicare beneficiary has walked into your office and asked that you take a seat down
together with her and speak her alternatives below the Medicare Advantage software.
Before carrying out one of these dialogue, what should you do? - ANS-You ought to
have her signal a scope of appointment shape, indicating which merchandise she
desires to discuss. You may also then continue with the dialogue.
2. Agent Harriet Walker has currently began advertising Medicare Advantage and
associated products aimed toward assembly the needs of senior residents. Client
Mildred Jones has expressed interest in a Medicare Advantage plan. It is now the
beginning of September. If you have been in Agent Walker's role, what could you do? -
ANS-Inquire whether the purchaser qualifies for a unique enrollment duration, and if not,
solicit an enrollment utility once the annual open enrollment election duration starts on
October 15th.
3. Agent Jennings makes a presentation on Medicare advertised as an academic event.
Agent Jennings distributes materials which might be totally academic. However, she
gives a quick presentation that mentions plan-precise premiums. Is this a prohibited
activity at an occasion that has been advertised as educational? - ANS-Yes. Whether or
no longer an occasion has been marketed as "instructional" or a "sales presentation,"
discussing plan-unique facts is impermissible.
4. By contacting plans to be had for your region, you have discovered that the plan you
constitute has a substantially lower month-to-month top rate than the others.
Furthermore, you see that the plan you represent has a completely unique benefits
package. What have to you do to make certain your clients understand approximately
those portions of records? - ANS-You may make comparisons between plans if you may
help them with research or statistical statistics and such comparisons are factually
primarily based and referenced.
5. During a sales presentation to Ms. Daley for a Medicare Advantage plan that has a
five-big name rating in customer service and care coordination, and obtained an basic
plan overall performance rating of a 4-megastar, which of the subsequent will be the
great declaration to mention to her? - ANS-The Medicare Advantage plan received a
five-big name rating in customer service and care coordination with an typical
performance rating of 4 stars.
6. If you're to comply with Medicare's steerage concerning educational activities, which of
the subsequent could be suited sports? - ANS-You may also distribute business cards to
those who request information on how to contact you for further details on the plan(s)
you constitute.
7. Mr. Prentice has many clients who're Medicare beneficiaries. He have to evaluation the
Centers for Medicare & Medicaid Services (CMS) Communication and Marketing
Guidelines to make sure he is compliant with which kind of products. - ANS-Medicare
Advantage (MA) and Prescription Drug (PDP) plans.
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