1. You are working several plans and community organizations to sponsor an educational event.
When putting together advertisements for this event, what should you do?
You must ensure that the advertisements indicate it is an educational event, otherwise it will be
considered a marketing event.
2. Plan sponsors may undertake the following marketing activities with current Medicare
Advantage plan members?
Market non-health related items or services such as life insurance or annuities policies to
current members as permitted following HIPAA Privacy Rules.
3. 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. Which statement
best describes ABC's obligation to its enrollees regarding marketing such products?
It must obtain a HIPAA complaint authorization from an enrollee that indicates the plan or plan
sponsor may use their information for marketing purposes.
4. 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?
You may provide light snacks, but a Thanksgiving style meal would be prohibited, regardless of
who provides or pays for the meal.
5. 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?
You may provide her with the required enrollment materials and take her completed enrollment
application.
6. 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?
Marketing representatives may initiate electronic contact through e-mail but an opt-out process
must be provided.
7. Next week you will be participating in your first “educational event” for prospective enrollees.
To be sure that you do not violate any of the applicable guidelines, in what activities should you
plan to engage?
You should plan to ensure that the educational event is an informative event and must not
conduct a sales presentation or distribute or accept enrollment forms at the event.
, 8. Another agent working for your agency claims that because you are not employed by the
Medicare Advantage plans that you represent, you are not subject to the same marketing
requirements as the plans themselves. How should you respond to such a statement?
Your coworker is not correct. Marketing on behalf of a plan is considered marketing by the plan
and requires that all contracted and employed agents comply with all Medicare marketing rules.
9. Melissa Meadows is a marketing representative for Best Care which has recently introduced a
Medicare Advantage plan offering comprehensive dental benefits for $15 per month. Best Care
has not submitted any potential posts to CMS for approval. Melissa would like to use the power
of social media to reach potential prospects. What advice would you give her?
As soon as CMS approves Best Care's social media posts, Agent Meadows could post a tweet
stating that “Best Care offers an array of Medicare Advantage benefit packages. One might be
right for you. Call me to find out more!”
10. 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?
Tell her that the Medicare agency does not endorse or recommend any plan.
11. You will be holding a sales event soon, 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?
Gift cards or gift certificates of $15 or less that can be readily converted to cash.
12. Agent Armstrong is employed by XYZ Agency, which is under contract with ABC Health Plan, a
Medicare Advantage (MA) plan that offers plans in multiple states. XYZ Agency maintains a
website marketing the MA plans with which it has contracts. Agent Armstrong follows up with
individuals who request more information about ABC MA plans via the website and tries to
persuade them to enroll in ABC plans. What statement best describes the marketing and
compliance rules that apply to Agent Armstrong?
Agent Armstrong needs to be licensed and appointed in every state in which beneficiaries to
whom he markets ABC MA plans are located.
13. You have approached a hospital administrator about marketing in her facility. The administrator
is uncomfortable with the suggestion. How could you address her concerns?
Tell her that Medicare guidelines allow you to conduct marketing activities in common areas of a
provider’s facility.
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