Linda Sanchez is conducting a previously agreed upon appointment with client, Maria Gomez about a
MA-Part D plan she represents. Before an enrollment form is completed, Linda needs to provide Maria
with information about ____ - CORRECT ANS-I, II, and III only
Your client, Alexis Jones, calls you on December 4th about changing her Medicare Advantage plan during
the annual election period which ends December 7th. What should you do? - CORRECT ANS-Complete a
scope of appointment (SOA) during the call and indicate that they will meet to discuss Medicare
Advantage plans during an appointment the following da
ABC is a Medicare Advantage (MA) plan sponsor. It would like to use its enrollees' information to market
non-health related products such as life insurance and annuities. Which statement best describes ABC's
obligation to its enrollees regarding marketing such products? - CORRECT ANS-?It must obtain a HIPAA
compliant authorization from an enrollee that indicates the plan or plan ?sponsor may use their
information for marketing purposes.
Hector Hernandez is an independent agent. Hector sells plans on behalf of three Medicare Advantage
organizations that offer a total of 10 plans but does not represent all Medicare Advantage organizations
offering plans that are available in his area. Which of the following statements best describes any steps
Hector is required to take? - CORRECT ANS-During the first minute of a sales call, Hector must use a
disclaimer that says "I do not represent every plan available in your area. I represent 3 organizations
that offer 10 plans in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State
Health Insurance Program to get information on all your options."
Your friend's mother just moved to an assisted living facility and he asked if you could present a program
for the residents about the MA-PD plans you market. What could you tell him? - CORRECT ANS-?
Agent Daniel Webber has properly set up a sales appointment to meet with client Edward Young at
Agent Webber's office. At the agreed upon appointment time, Mr. Young arrives with his elderly
neighbor - Clara Burton, who wants to learn about her Medicare Advantage options. What should Agent
Daniel Webber do? - CORRECT ANS-After executing a scope of appointment (SOA) with Clara Burton,
meet with Edward Young and Clara Burton to discuss their Medicare Advantage options.
You have been providing a pre-Thanksgiving meal during sales presentations in November for many
years and your clients look forward to attending this annual event. When marketing Medicare
Advantage and Part D plans, what are you permitted to do with respect to meals? - CORRECT ANS-You