Agent Jennings makes a presentation on Medicare advertised as an educational event.
Agent Jennings distributes materials that are solely educational. However, she gives a brief
presentation that mentions plan-specific premiums. Is this a prohibited activity at an event
that has been advertised as educational? - ANSYes. When an event has been advertised as
"educational," discussing plan-specific premiums is impermissible.
You are working several plans and community organizations to sponsor an educational
event. When putting together advertisements for this event, what should you do? - ANSYou
must ensure that the advertisements indicate it is an educational event, otherwise it will be
considered a marketing event.
Plan sponsors may undertake the following marketing activities with current Medicare
Advantage plan members? - ANSMarket non-health related items or services such as life
insurance or annuities policies to current members as permitted following HIPAA Privacy
Rules.
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? - ANSIt must obtain a HIPAA compliant authorization from an enrollee that
indicates the plan or plan sponsor may use their information for marketing purposes.
You have approached a hospital administrator about marketing in her facility. The
administrator is uncomfortable with the suggestion. How could you address her concerns? -
ANSTell her that Medicare guidelines allow you to conduct marketing activities in common
areas of a provider's facility.
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?7 - ANSThe plan
may withhold commission, require retraining, report the misconduct to a state department of
insurance or terminate the contract
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? -
ANSTell her that the Medicare agency does not endorse or recommend any plan.
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? - ANSYou may provide
her with the required enrollment materials and take her completed enrollment application.
A Medicare beneficiary has walked into your office and requested that you sit down with her
and discuss her options under the Medicare Advantage program. Before engaging in such a
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller Qualitydocs. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $13.49. You're not tied to anything after your purchase.