AHIP Training Module 4 Marketing Complete Answers
Question 1: As a Medicare agent, you should review CMS' Marketing guidelines to ensure compliance
for which type of products?
Answer: You should review the guidelines for MA and PDP products.
Question 2: Can an agent working for a third-part...
AHIP Training Module 4 Marketing Complete Answers
Question 1: As a Medicare agent, you should review CMS' Marketing guidelines to ensure compliance
for which type of products?
Answer: You should review the guidelines for MA and PDP products.
Question 2: Can an agent working for a third-party marketing organization claim they don't need to take
the Medicare training or pass a test to market Medicare plans?
Answer: No, this is incorrect. Agents selling Medicare plans must comply with all Medicare marketing
rules, regardless of their employment status.
Question 3: What do you need to do with your marketing materials before using them to market MA
and Part D plans?
Answer: You must submit your materials to the plan you represent for CMS review and approval to
ensure they are accurate.
Question 4: What is a correct statement about state laws as they pertain to marketing representatives?
Answer: Medicare health plans must comply with requests for information from state insurance
departments investigating complaints about a marketing representative.
Question 5: If you're seeking to represent an MA plan and a Part D plan but didn't pass the training tests,
what can you do?
Answer: You will not be able to represent any MA or Part D plan until you complete the training and
achieve an adequate score.
Question 6: Is it true that agents selling employer/union group plans are exempt from testing?
, Answer: 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.
Question 7: What would be the correct statement to say during a sales presentation about a 5-star rated
MA plan with an overall performance rating of 4 stars?
Answer: The MA plan received a 4-star overall performance rating, but specifically received a 5-star
rating in customer service and care coordination.
Question 8: What do you tell a client who asks whether the Medicare agency recommends enrolling in
your plan or staying in Original Medicare?
Answer: You should tell her that the Medicare agency does not endorse or recommend any specific
plan.
Question 9: How can Medicare health plans establish provisions in marketing representative contracts
to ensure compliance with applicable laws and policies?
Answer: Plans can establish provisions in contracts that require agents to comply with applicable laws
and policies. If non-compliance occurs, CMS can penalize a plan by requiring it to create a corrective
action plan and terminate its contract.
Question 10: What must you do before conducting an in-home sales presentation with a client who
expressed interest in your Medicare plans?
Answer: Prior to conducting the presentation, obtain and document her permission to visit, along with
her interest in the specific products you will present.
Question 11: What are you permitted to do during an appointment with a client who wants to discuss
MA plans and later asks about a stand-alone Part D plan?
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