Ahip 2024 module 4
Linda Sanchez is conducting a previously agreed upon appointment with client, Maria Gomez
about a MA-Part D plan she represents. Before an enrollment form is completed, Linda needs to
provide Maria with information about ____ - ANSI, II, and III only
Your client, Alexis Jones, calls you on December 4th about changing her Medicare Advantage
plan during the annual election period which ends December 7th. What should you do? -
ANSComplete a scope of appointment (SOA) during the call and indicate that they will meet to
discuss Medicare Advantage plans during an appointment the following da
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? - ANS?It
must obtain a HIPAA compliant authorization from an enrollee that indicates the plan or plan
?sponsor may use their information for marketing purposes.
Hector Hernandez is an independent agent. Hector sells plans on behalf of three Medicare
Advantage organizations that offer a total of 10 plans but does not represent all Medicare
Advantage organizations offering plans that are available in his area. Which of the following
statements best describes any steps Hector is required to take? - ANSDuring the first minute of
a sales call, Hector must use a disclaimer that says "I do not represent every plan available in
your area. I represent 3 organizations that offer 10 plans in your area. Please contact
Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program to get
information on all your options."
Your friend's mother just moved to an assisted living facility and he asked if you could present a
program for the residents about the MA-PD plans you market. What could you tell him? - ANS?
Agent Daniel Webber has properly set up a sales appointment to meet with client Edward Young
at Agent Webber's office. At the agreed upon appointment time, Mr. Young arrives with his
elderly neighbor - Clara Burton, who wants to learn about her Medicare Advantage options.
What should Agent Daniel Webber do? - ANSAfter executing a scope of appointment (SOA)
with Clara Burton, meet with Edward Young and Clara Burton to discuss their Medicare
Advantage options.
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? -
ANSYou may provide light snacks, but a Thanksgiving style meal would be prohibited,
regardless of who provides or pays for the meal.
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