AETNA 2023 MEDICARE MASTERY TEST
QUESTIONS AND ANSWERS ALREADY
PASSED
What report(s) are available on Aetna Producer World ✔✔Commission Reports
How long are you required to maintain Scope of Appointment (SOA) documentation? ✔✔2
Years.
When obtaining a Scope of Appointment, you may NOT: ✔✔Market non-health care products,
such as annuities or life insurance (cross selling)
Annual Election Period is from: ✔✔October 1 - December 7
What are the requirements you need to complete in order to be ready to sell? ✔✔Current
producers need to maintain their licenses and meet our requirements
To report compliance or fraud, waste, and abuse concerns to Aetna you should: ✔✔Visit Ethics
Line® on the web at www.CVSHealth.com/EthicsLine.
, Agent Oversight routinely monitors agent performance against CMS and internal standards. We
monitor: ✔✔Scope of Appointment (SOA) forms
Our Agent Oversight team will implement corrective action when there are CMS infractions and
prohibited tactics.
Disciplinary or corrective action may include: ✔✔Suspension or probationary period, with or
without commissions
A prohibited marketing activity is: ✔✔Claiming you are recommended or endorsed by CMS
If a beneficiary requests to discuss other products not originally documented on the SOA, you
must document a second SOA for the additional product type before the appointment may
continue ✔✔False
The Permission to Contact form is used by Aetna sales representatives and external agents to
contact beneficiaries and must be completed prior to conducting an outbound call to a Medicare
prospect ✔✔False
QUESTIONS AND ANSWERS ALREADY
PASSED
What report(s) are available on Aetna Producer World ✔✔Commission Reports
How long are you required to maintain Scope of Appointment (SOA) documentation? ✔✔2
Years.
When obtaining a Scope of Appointment, you may NOT: ✔✔Market non-health care products,
such as annuities or life insurance (cross selling)
Annual Election Period is from: ✔✔October 1 - December 7
What are the requirements you need to complete in order to be ready to sell? ✔✔Current
producers need to maintain their licenses and meet our requirements
To report compliance or fraud, waste, and abuse concerns to Aetna you should: ✔✔Visit Ethics
Line® on the web at www.CVSHealth.com/EthicsLine.
, Agent Oversight routinely monitors agent performance against CMS and internal standards. We
monitor: ✔✔Scope of Appointment (SOA) forms
Our Agent Oversight team will implement corrective action when there are CMS infractions and
prohibited tactics.
Disciplinary or corrective action may include: ✔✔Suspension or probationary period, with or
without commissions
A prohibited marketing activity is: ✔✔Claiming you are recommended or endorsed by CMS
If a beneficiary requests to discuss other products not originally documented on the SOA, you
must document a second SOA for the additional product type before the appointment may
continue ✔✔False
The Permission to Contact form is used by Aetna sales representatives and external agents to
contact beneficiaries and must be completed prior to conducting an outbound call to a Medicare
prospect ✔✔False
