2025 AHIP Module 4 - Communications and Marketing Rules for Medicare Advantage and Part D Plans
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Module
2025 AHIP
Institution
2025 AHIP
You are meeting with Mrs. Hall in her home. On her scope of appointment form, she asked to discuss Medicare Advantage plans. During the meeting, she asked to discuss a stand-alone prescription drug plan. She is leaving the next day to visit her family for a week in another state, so she needs to de...
2025 AHIP Module 4 - Communications
and Marketing Rules for Medicare
Advantage and Part D Plans
POSSIBLEA
AHIP
.
2025 AHIP Module 4 2025 AHIP Module 4
, 2025 AHIP Module 4 2025 AHIP Module 4
You are meeting with Mrs. Hall in her home. On her scope of appointment form, she
asked to discuss Medicare Advantage plans. During the meeting, she asked to discuss
a stand-alone prescription drug plan. She is leaving the next day to visit her family for a
week in another state, so she needs to decide before she leaves. What must happen
before that additional discussion can take place?
a. You must make a telephone call from a location outside Mrs. Hall's home to ensure
that the discussion of the prescription drug plan can take place.
b. Since Mrs. Hall is leaving the state, you can immediately present her with information
on the prescription drug plan, so she can decide before it is too late.
c. You must refer Mrs. Hall to another agent for her to be able to engage in such a
discussion.
d. Since Mrs. Hall specifically asked that you discuss the stand-alone Part D plan, you
may do so, as long as she signs a new s - d
Agent Harriet Walker has recently begun marketing Medicare Advantage and related
products aimed at meeting the needs of senior citizens. Client Mildred Jones has
expressed interest in a Medicare Advantage plan. It is now the beginning of September.
If you were in Agent Walker's position, what would you do?
a. Inquire whether the client qualifies for a special enrollment period, and if not, solicit
an enrollment application once the annual open enrollment election period begins on
October 15th.
b. Tell the client that she should also consider non-health products (such as cash value
life insurance) to meet some of her health needs and offer to submit a life insurance
application to see if client Jones is insurable.
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