UHC EVENTS BASICS FINAL PAPER EXAM 2025/2026
QUESTIONS WITH ANSWERS GRADED A+
✔✔agent Santana has developed a relationship with doctor Westberry a primary care
physician contracted with several Medicare Advantage plans doctor Westbury is asked
to attend a formal marketing/sales event conducted by agent Santana which of doctor
Westberry's actions is non compliant - ✔✔offers blood pressure screenings as
consumers wait for the event to begin
✔✔Marge is conducting a formal marketing/sales event and suspects a gentleman in
attendance is evaluating her conducting the event what action should Marge take -
✔✔she should conduct the event as she normally would
✔✔which of the following statements describes compliant activity during a formal
marketing/sales event - ✔✔the agent explained that each consumer's needs are
different therefore they should each enroll in a plan that best meets their needs
✔✔which of the following statements is true about conducting a formal marketing/sales
event in a conference room inside a united healthcare Medicare store - ✔✔all rules
relating to formal marketing/sales events apply including event reporting and providing a
complete plan presentation
✔✔which of the following must the agent review with the consumer during a Medicare
Advantage or prescription drug plan presentation - ✔✔the availability of interpreter
services an where to find information in the enrollment guide for accessing the no cost
service
✔✔what type of event is an agent conducting when he presents plan information that
includes benefits and cost sharing and audience presenter format - ✔✔formal
marketing/sales event
✔✔which of the following does not describe a personal/individual marketing
appointment - ✔✔it needs to be reported to united healthcare prior to advertising and
not less than 7 calendar days prior to the date of the event
✔✔according to united healthcare policy when must in marketing/sales event be
reported to united healthcare - ✔✔prior advertising and not less than 7 calendar days
prior to the event
✔✔to ensure an event is cancelled in united healthcare's event reporting application by
the reporting deadline was the last recommended date for submitting a cancel event
request form - ✔✔submit the cancel event request form no later than six business days
before the event
, ✔✔Marcus is planning an educational event and has decided to place an advertisement
in the local paper what must the advertisement include - ✔✔a statement that makes it
clear that the event is for educational purposes only
✔✔which of the following giveaways is not permitted at an educational event assume
nominal retail value is met - ✔✔gift card to local movie theater
✔✔which of the following food options may be provided at a marketing/sales even if the
nominal retail value of the items when combined with other giveaways does not exceed
$15 per person - ✔✔coffee and pastries
✔✔Paul is setting up a marketing/sales event at a Community Center where he is going
to discuss united healthcare Medicare Advantage plans he has placed a united
healthcare logo pen $3 value clarity consumer workbook an enrollment guide at each
seat what if anything is Paul done wrong - ✔✔pause done nothing wrong the giveaway
is under the $15 nominal value and he is providing approved marketing and plan
specific material
✔✔Craig is conducting an informal marketing/sales event in a retail pharmacy which of
the following rules does not apply - ✔✔Craig must not schedule personal/individual
marketing appointments and obtain scope of appointments
✔✔which of the guidelines listed below is not allowed when accepting an enrollment
application at a marketing/sales event - ✔✔offer to hold an enrollment application and
submit it later
✔✔which of the following is a purpose of conducting event observation and oversight -
✔✔to ensure consumers receive accurate and compliant information from agents
✔✔warren an agent is working at the United healthcare Medicare store Beth a
consumer approaches Warren and ask a question about Medicare prescription drug
plans what is the most appropriate thing Warren should do first - ✔✔complete a scope
of appointment form with beth prior to discussing plans
✔✔when must an agent inform the consumer of the availability of no cost interpreter
services - ✔✔whenever the agent is presenting a Medicare Advantage or prescription
drug plan
✔✔advance are categorized by which two things - ✔✔type of event educational or
marketing/sales and whether it is formal or informal
✔✔Larry wants to hold an event that covers dual special needs plans SNP he will use
the slide presentation provided by united healthcare to explain the plan benefits and will
QUESTIONS WITH ANSWERS GRADED A+
✔✔agent Santana has developed a relationship with doctor Westberry a primary care
physician contracted with several Medicare Advantage plans doctor Westbury is asked
to attend a formal marketing/sales event conducted by agent Santana which of doctor
Westberry's actions is non compliant - ✔✔offers blood pressure screenings as
consumers wait for the event to begin
✔✔Marge is conducting a formal marketing/sales event and suspects a gentleman in
attendance is evaluating her conducting the event what action should Marge take -
✔✔she should conduct the event as she normally would
✔✔which of the following statements describes compliant activity during a formal
marketing/sales event - ✔✔the agent explained that each consumer's needs are
different therefore they should each enroll in a plan that best meets their needs
✔✔which of the following statements is true about conducting a formal marketing/sales
event in a conference room inside a united healthcare Medicare store - ✔✔all rules
relating to formal marketing/sales events apply including event reporting and providing a
complete plan presentation
✔✔which of the following must the agent review with the consumer during a Medicare
Advantage or prescription drug plan presentation - ✔✔the availability of interpreter
services an where to find information in the enrollment guide for accessing the no cost
service
✔✔what type of event is an agent conducting when he presents plan information that
includes benefits and cost sharing and audience presenter format - ✔✔formal
marketing/sales event
✔✔which of the following does not describe a personal/individual marketing
appointment - ✔✔it needs to be reported to united healthcare prior to advertising and
not less than 7 calendar days prior to the date of the event
✔✔according to united healthcare policy when must in marketing/sales event be
reported to united healthcare - ✔✔prior advertising and not less than 7 calendar days
prior to the event
✔✔to ensure an event is cancelled in united healthcare's event reporting application by
the reporting deadline was the last recommended date for submitting a cancel event
request form - ✔✔submit the cancel event request form no later than six business days
before the event
, ✔✔Marcus is planning an educational event and has decided to place an advertisement
in the local paper what must the advertisement include - ✔✔a statement that makes it
clear that the event is for educational purposes only
✔✔which of the following giveaways is not permitted at an educational event assume
nominal retail value is met - ✔✔gift card to local movie theater
✔✔which of the following food options may be provided at a marketing/sales even if the
nominal retail value of the items when combined with other giveaways does not exceed
$15 per person - ✔✔coffee and pastries
✔✔Paul is setting up a marketing/sales event at a Community Center where he is going
to discuss united healthcare Medicare Advantage plans he has placed a united
healthcare logo pen $3 value clarity consumer workbook an enrollment guide at each
seat what if anything is Paul done wrong - ✔✔pause done nothing wrong the giveaway
is under the $15 nominal value and he is providing approved marketing and plan
specific material
✔✔Craig is conducting an informal marketing/sales event in a retail pharmacy which of
the following rules does not apply - ✔✔Craig must not schedule personal/individual
marketing appointments and obtain scope of appointments
✔✔which of the guidelines listed below is not allowed when accepting an enrollment
application at a marketing/sales event - ✔✔offer to hold an enrollment application and
submit it later
✔✔which of the following is a purpose of conducting event observation and oversight -
✔✔to ensure consumers receive accurate and compliant information from agents
✔✔warren an agent is working at the United healthcare Medicare store Beth a
consumer approaches Warren and ask a question about Medicare prescription drug
plans what is the most appropriate thing Warren should do first - ✔✔complete a scope
of appointment form with beth prior to discussing plans
✔✔when must an agent inform the consumer of the availability of no cost interpreter
services - ✔✔whenever the agent is presenting a Medicare Advantage or prescription
drug plan
✔✔advance are categorized by which two things - ✔✔type of event educational or
marketing/sales and whether it is formal or informal
✔✔Larry wants to hold an event that covers dual special needs plans SNP he will use
the slide presentation provided by united healthcare to explain the plan benefits and will
