Accurate Questions with Detailed Verified
Answers / 2025.
Terms in this set (54)
In terms of events, which of Agents are required to report all events
the following is true? (marketing/sales and education) to UnitedHealthcare according to
Company policy
You have a scheduledTell the consumer to sign a new SOA before the start appointment with aof the
meeting.
Consumer to discuss DSNPs.
The consumer has 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.
What should you tell the
consumer?
Annual Election Period (AEP)
which election period occurs
from October 15 to
December 17?
, You are invite to give a Yes, agents may provide business cards, lead cards,
presentation on Medicare marketing brochures, and promotional materials during
Advantage Plans during a marketing events, but must not require consumers to
marketing/sales event. You provide contact information.
display and distribute
business cards, brochures,
and plan-approved business
reply cards and lead cards. Is
this permitted?
You have rescheduled an Before you can start the appointment with both consumers,
appointment and obtained a ask the consumer's friend to complete an SOA and mark on the
Scope of Appointment (SOA) SOA the reason it was not obtained prior to the meeting.
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?
Provide objective information about the Medicare program
Educational events allow for
and/or health improvement and wellness.
which of the following to
occur?