1
UHC EVENTS BASICS TEST Actual
Exam 2026/2027 Complete Questions and
Verified Answers 100% Success Pass
Guaranteed - A+ Graded
SECTION 1: TYPES OF UHC EVENTS (Questions 1-15)
Question 1
An agent is hosting an event where the primary purpose is to provide information about
Medicare basics, health conditions, and general wellness topics. No specific plan details,
premiums, or benefits will be discussed. What type of event is this?
A) Marketing/Sales Event
B) Educational Event
C) Enrollment Event
D) Plan-Specific Seminar
Correct Answer: B
Rationale: This is an Educational Event under CMS and UHC guidelines. Educational events
focus on providing objective information about Medicare, health/wellness topics, and general
insurance concepts without discussing specific plan benefits, premiums, or costs. The key
distinction is that educational events do NOT include sales, marketing, or plan-specific
information. [CMS Medicare Marketing Guidelines, Chapter 2]
Question 2
At an educational event, an attendee approaches an agent during the break and asks, "What plan
do you think is best for someone with diabetes?" How should the agent respond?
A) Provide a detailed comparison of three UHC plans suitable for diabetes management
B) Explain that plan recommendations require a one-on-one meeting and offer to schedule a
Scope of Appointment (SOA)
C) Hand out plan brochures and suggest the attendee review them at home
D) Discuss general plan features without mentioning specific plan names
,2
Correct Answer: B
Rationale: At educational events, agents cannot provide plan recommendations or detailed plan
information, even if asked directly. The correct response is to transition to a formal sales
interaction by scheduling a one-on-one meeting with a completed Scope of Appointment (SOA)
form. This maintains the educational nature of the event and complies with CMS marketing rules
prohibiting "cherry-picking" or targeted marketing at educational events. [CMS MMG Chapter 2,
Section 30.1]
Question 3
Which of the following activities is PERMITTED at a formal marketing/sales event?
A) Collecting SOA forms from attendees who want to discuss plans later
B) Conducting health screenings to identify high-need prospects
C) Offering door prizes to attendees who provide contact information
D) Requiring attendees to sign enrollment applications before leaving
Correct Answer: A
Rationale: At marketing/sales events, agents may collect completed Scope of Appointment
(SOA) forms for follow-up appointments. Health screenings (B) are prohibited as they constitute
discriminatory practices. Door prizes (C) are prohibited inducements. Forcing enrollment (D)
violates voluntary enrollment requirements. SOA collection (A) is the only compliant activity
listed. [CMS MMG Chapter 2, Section 50; UHC Compliance Policy]
Question 4
What is the primary distinction between an educational event and a marketing/sales event?
A) Educational events are free; marketing events may charge fees
B) Educational events cannot discuss specific plan benefits, premiums, or costs; marketing
events can
C) Educational events require SOAs; marketing events do not
D) Educational events must be held in public venues; marketing events can be private
Correct Answer: B
Rationale: The fundamental distinction is content scope. Educational events are limited to
objective Medicare information and general health topics—no specific plan benefits,
premiums, or cost-sharing may be discussed. Marketing/sales events explicitly permit
discussion of specific plan options, benefits, premiums, and enrollment. SOAs are required for
, 3
one-on-one marketing appointments, not educational events. Venue type does not determine
event classification. [CMS MMG Chapter 2, Section 30]
Question 5
An agent hosts a "Medicare 101" seminar at a local library. During the presentation, the agent
displays a slide showing the monthly premium for the UHC Medicare Advantage Gold Plan. Is
this compliant?
A) Yes, because the library is a public educational venue
B) Yes, because premiums are factual information, not marketing
C) No, because specific plan premiums cannot be discussed at educational events
D) No, unless the agent also provides premiums for all competing plans
Correct Answer: C
Rationale: Absolutely non-compliant. Educational events strictly prohibit discussion of
specific plan premiums, benefits, or cost-sharing. Displaying a specific plan's premium converts
the event into a de facto marketing event, violating CMS guidelines. The venue (library) does not
change the content restrictions. Educational events must remain plan-neutral and objective.
[CMS MMG Chapter 2, Section 30.1; UHC Event Policy]
Question 6
Which of the following is NOT an acceptable topic for discussion at a UHC educational event?
A) Original Medicare Parts A and B coverage gaps
B) General wellness tips for managing chronic conditions
C) The $0 premium option available on specific UHC Medicare Advantage plans
D) Federal Medicare program eligibility requirements
Correct Answer: C
Rationale: Discussing "$0 premium options on specific UHC plans" constitutes plan-specific
marketing, which is prohibited at educational events. Educational events may discuss Original
Medicare (A), general wellness (B), and federal eligibility rules (D)—all objective, non-plan-
specific topics. Any mention of specific plan features, premiums, or benefits requires the event to
be classified and conducted as a marketing/sales event. [CMS MMG Chapter 2, Section 30.1]
Question 7
At a marketing/sales event, an agent may do all of the following EXCEPT:
UHC EVENTS BASICS TEST Actual
Exam 2026/2027 Complete Questions and
Verified Answers 100% Success Pass
Guaranteed - A+ Graded
SECTION 1: TYPES OF UHC EVENTS (Questions 1-15)
Question 1
An agent is hosting an event where the primary purpose is to provide information about
Medicare basics, health conditions, and general wellness topics. No specific plan details,
premiums, or benefits will be discussed. What type of event is this?
A) Marketing/Sales Event
B) Educational Event
C) Enrollment Event
D) Plan-Specific Seminar
Correct Answer: B
Rationale: This is an Educational Event under CMS and UHC guidelines. Educational events
focus on providing objective information about Medicare, health/wellness topics, and general
insurance concepts without discussing specific plan benefits, premiums, or costs. The key
distinction is that educational events do NOT include sales, marketing, or plan-specific
information. [CMS Medicare Marketing Guidelines, Chapter 2]
Question 2
At an educational event, an attendee approaches an agent during the break and asks, "What plan
do you think is best for someone with diabetes?" How should the agent respond?
A) Provide a detailed comparison of three UHC plans suitable for diabetes management
B) Explain that plan recommendations require a one-on-one meeting and offer to schedule a
Scope of Appointment (SOA)
C) Hand out plan brochures and suggest the attendee review them at home
D) Discuss general plan features without mentioning specific plan names
,2
Correct Answer: B
Rationale: At educational events, agents cannot provide plan recommendations or detailed plan
information, even if asked directly. The correct response is to transition to a formal sales
interaction by scheduling a one-on-one meeting with a completed Scope of Appointment (SOA)
form. This maintains the educational nature of the event and complies with CMS marketing rules
prohibiting "cherry-picking" or targeted marketing at educational events. [CMS MMG Chapter 2,
Section 30.1]
Question 3
Which of the following activities is PERMITTED at a formal marketing/sales event?
A) Collecting SOA forms from attendees who want to discuss plans later
B) Conducting health screenings to identify high-need prospects
C) Offering door prizes to attendees who provide contact information
D) Requiring attendees to sign enrollment applications before leaving
Correct Answer: A
Rationale: At marketing/sales events, agents may collect completed Scope of Appointment
(SOA) forms for follow-up appointments. Health screenings (B) are prohibited as they constitute
discriminatory practices. Door prizes (C) are prohibited inducements. Forcing enrollment (D)
violates voluntary enrollment requirements. SOA collection (A) is the only compliant activity
listed. [CMS MMG Chapter 2, Section 50; UHC Compliance Policy]
Question 4
What is the primary distinction between an educational event and a marketing/sales event?
A) Educational events are free; marketing events may charge fees
B) Educational events cannot discuss specific plan benefits, premiums, or costs; marketing
events can
C) Educational events require SOAs; marketing events do not
D) Educational events must be held in public venues; marketing events can be private
Correct Answer: B
Rationale: The fundamental distinction is content scope. Educational events are limited to
objective Medicare information and general health topics—no specific plan benefits,
premiums, or cost-sharing may be discussed. Marketing/sales events explicitly permit
discussion of specific plan options, benefits, premiums, and enrollment. SOAs are required for
, 3
one-on-one marketing appointments, not educational events. Venue type does not determine
event classification. [CMS MMG Chapter 2, Section 30]
Question 5
An agent hosts a "Medicare 101" seminar at a local library. During the presentation, the agent
displays a slide showing the monthly premium for the UHC Medicare Advantage Gold Plan. Is
this compliant?
A) Yes, because the library is a public educational venue
B) Yes, because premiums are factual information, not marketing
C) No, because specific plan premiums cannot be discussed at educational events
D) No, unless the agent also provides premiums for all competing plans
Correct Answer: C
Rationale: Absolutely non-compliant. Educational events strictly prohibit discussion of
specific plan premiums, benefits, or cost-sharing. Displaying a specific plan's premium converts
the event into a de facto marketing event, violating CMS guidelines. The venue (library) does not
change the content restrictions. Educational events must remain plan-neutral and objective.
[CMS MMG Chapter 2, Section 30.1; UHC Event Policy]
Question 6
Which of the following is NOT an acceptable topic for discussion at a UHC educational event?
A) Original Medicare Parts A and B coverage gaps
B) General wellness tips for managing chronic conditions
C) The $0 premium option available on specific UHC Medicare Advantage plans
D) Federal Medicare program eligibility requirements
Correct Answer: C
Rationale: Discussing "$0 premium options on specific UHC plans" constitutes plan-specific
marketing, which is prohibited at educational events. Educational events may discuss Original
Medicare (A), general wellness (B), and federal eligibility rules (D)—all objective, non-plan-
specific topics. Any mention of specific plan features, premiums, or benefits requires the event to
be classified and conducted as a marketing/sales event. [CMS MMG Chapter 2, Section 30.1]
Question 7
At a marketing/sales event, an agent may do all of the following EXCEPT:
