Reporting all events (marketing/sales and educational) to united health care is required so that the
company can: Correct Answers: Comply with CMS and medicaid services event reporting
You have a scheduled appointment with a consumer to discuss DSNP. They have the SOA form. 2
days before the appointment they call and request to discuss PDP, which you are certified to sell.
What do you tell them? Correct Answers: tell the consumer to sign a new SOA before the
appointment
Which election period occurs october 15 to december 7 Correct Answers: AEP
Which of the following materials is an agent not permitted to display at marketing/sales event?
Correct Answers: 5$ gift cards
You have scheduled an appointment and obtained a SOA form to discuss MA plans. When you arrive
a friend wants to hear the presentation. What should you do? Correct Answers: have friend sign an
SOA
Which describes the purpose of educational events? Correct Answers: They offer information about
the program and/or health tips
Janine is enrolled in a 3 star plan. There is a 5 star plan in her area. Josh can advise her of the
following except: Correct Answers: Josh shoud tell her that she can only do this during AEP
Bryan wants to grow his bussiness. Which of the lead generating activities is not compliant? Correct
Answers: AT each appointment he asks for name and number of people over 65
Ralph wants to market in his neigherhood. Which of the methods is permitted? Correct Answers: Not
hands out cards in lobby of living center
An individual with a POA is an example of what authority? Correct Answers: must have state
authority
Which of the following is not considered unsolicited contact? Correct Answers: Not emailing a
consumer off a purchased list
Who has the authority to sign an enrollment application? Correct Answers: The consumer or their
legal rep
Which of the following must you nnot do when marketing UHC MA or PDP to consumers Correct
Answers: Provide only those items you deem relevant
In what product should you enroll consumers Correct Answers: Product that meets consumers needs
and goals
What is the purpose of a statement of understanding? Correct Answers: Their understanding that
they are actually enrolling and standard disclosures