1.Agents are required to report all events (marketing/sales and
education)to UnitedHealthcare according to Company policy: In terms of
events, whichof the following is true?
1. Tell the consumer to sign a new SOA before the start of the meeting.:
Youhave a scheduled appointment with a Consumer to discuss DSNPs. The
consumerhas completed the SOA form. Two days before the appointment, the
consumer calls and requests to discuss PDP plans, which you are also certified
to sell. Whatshould you tell the consumer?
2. Annual Election Period (AEP): which election period occurs from October
15to December 17?
3. Yes, agents may provide business cards, lead cards, marketing
brochures,and promotional materials during marketing events, but must
not require consumers to provide contact information.: You are invite to
give a presentationon Medicare Advantage Plans during a marketing/sales
event. You display and distribute business cards, brochures, and plan-
approved business reply cards andlead cards. Is this permitted?
4. Before you can start the appointment with both consumers, ask the
con-sumer's friend to complete an SOA and mark on the SOA the
reason it wasnot obtained prior to the meeting.: You have rescheduled an
appointment andobtained a Scope of Appointment (SOA) form to discuss
Medicare Advantage Plans with a consumer. When you arrive at the
appointment, a friend of the consumer is present to hear your presentation,
What should you do?
5. Provide objective information about the Medicare program and/or
health improvement and wellness.: Educational events allow for which of
the followingto occur?
6. No. Victor violated CMS permission to call guidelines by emailing the
cousin without the cousin's permission.: Julie, a consumer, is having
difficultyunderstanding the information her agent, Victor, is presenting at her
in-home appointment. She provides Victor with her cousin's telephone number
and email address and asks him to explain the plan to her cousin, who
frequently assists with her health care decisions. The next day, Victor emails
Julie's cousin Has Victorbeen complaint?
7. The Consumer's spouse, who is neither a Power of Attorney or legal
guardian.: Which of the consumers below would not likely have the authority
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, toenroll a consumer in a Medicare Advantage Plan?
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