Cynthia is turning 65 on July 5. Her Medicare Part A and Part B will be effective on July 1. Us-
ing her Initial Election Period (IEP), when can she submit an application for a Medicare Ad-
vantage or Prescription Drug Plan? - ANSWER April 1 through October 31
Which of the following statements is true about election periods? - ANSWER MA Open
Enrollment Period can only be used by a consumer already enrolled in an MA Plan
What should an agent tell a consumer who asks what a 2-star rating means? - ANSWER
That the Plan has received a "Below Average" rating.
Which of the following describes Permission to Contact (PTC) guidelines? - ANSWER Con-
tact is limited to the methods (e.g., phone, email) and products (e.g., Medicare Advantage,
Part D plans) indicated by the consumer at the time PTC is obtained.
As an agent, you have an obligation to only enroll a consumer in a product: - ANSWER
That is suitable for the consumer's needs, goals and financial resources.
Whose email address may the agent enter into the applicant information section of the Jar-
visEnroll enrollment application? - ANSWER Only the consumer's email (or leave it blank).
By agreeing to the Statement of Understanding, the consumer: - ANSWER Acknowledges
that they clearly understand they are enrolling in a plan, combined with knowing the specific
plan in which they are enrolling.
What is Scope of Appointment? - ANSWER The agreement obtained from the consumer
no less than 48 hours (unless an exception applies) prior to the start of an in-person or
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ing her Initial Election Period (IEP), when can she submit an application for a Medicare Ad-
vantage or Prescription Drug Plan? - ANSWER April 1 through October 31
Which of the following statements is true about election periods? - ANSWER MA Open
Enrollment Period can only be used by a consumer already enrolled in an MA Plan
What should an agent tell a consumer who asks what a 2-star rating means? - ANSWER
That the Plan has received a "Below Average" rating.
Which of the following describes Permission to Contact (PTC) guidelines? - ANSWER Con-
tact is limited to the methods (e.g., phone, email) and products (e.g., Medicare Advantage,
Part D plans) indicated by the consumer at the time PTC is obtained.
As an agent, you have an obligation to only enroll a consumer in a product: - ANSWER
That is suitable for the consumer's needs, goals and financial resources.
Whose email address may the agent enter into the applicant information section of the Jar-
visEnroll enrollment application? - ANSWER Only the consumer's email (or leave it blank).
By agreeing to the Statement of Understanding, the consumer: - ANSWER Acknowledges
that they clearly understand they are enrolling in a plan, combined with knowing the specific
plan in which they are enrolling.
What is Scope of Appointment? - ANSWER The agreement obtained from the consumer
no less than 48 hours (unless an exception applies) prior to the start of an in-person or
1
