AHIP Module 4 Test Questions and Answers
Mr. Prentice has many clients who are Medicare Part D plan until you complete the training and
beneficiaries. He should review the Centers for achieve an adequate score, although you will not
Medicare & Medicaid Services' Marketing Guidelines have to take a test if you exclusively market
to ensure he is compliant for which type of products? employer/union group plans and the companies do
- ANSWER -c. Medicare Advantage (MA) and not require testing. Correct
Prescription Drug (PDP) plans Correct
Your colleague works at a third party marketing
Another agent working for your agency claims that organization (TMO) and she said she did not need to
because you are not employed by the Medicare take the Medicare training for brokers and agents or
Advantage plans that you represent, you are not pass a test to market Medicare plans since her
subject to the same requirements as the plans contract is with the TMO, not the plans that have the
themselves. How should you respond to such a products she sells. What could you say to her? -
statement? - ANSWER -c. Your coworker is not ANSWER -b. You could tell her she is wrong,
correct. Marketing on behalf of a plan is considered and that only agents selling employer/union group
marketing by the plan and requires that all contracted plans are permitted an exemption from testing, but
and employed agents comply with all Medicare some employer/union group plans may require
marketing rules. Correct testing to promote agent compliance with CMS
marketing requirements. Correct
You work for a company that has marketed Medigap
products for many years. The company has added Agent Armstrong is employed by XYZ Agency, which
Medicare Advantage and Part D plans and you will is under contract with ABC Health Plan, a Medicare
begin marketing those plans this fall. You are Advantage (MA) plan that offers plans in multiple
planning what materials to use to easily show the states. XYZ Agency maintains a website marketing
differences in benefits, premiums and cost sharing the MA plans with which it has contracts. Agent
for each of the products. What do you need to do Armstrong follows up with individuals who request
with your materials before using them for marketing more information about ABC MA plans via the
purposes? - ANSWER -b. You must submit website and tries to persuade them to enroll in ABC
your materials to the plan you represent, so CMS can plans. What statement best describes the marketing
review and approve the materials to ensure they are and compliance rules that apply to Agent Armstrong?
accurate. Correct - ANSWER -b. Agent Armstrong needs to be
licensed and appointed in every state in which
beneficiaries to whom he markets ABC MA plans are
Which of the following is a correct statement about located. Correct
state laws as they pertain to marketing
representatives? - ANSWER -a. Medicare
health plans must comply with requests for You are mailing invitations to new Medicare
information from state insurance departments beneficiaries for a marketing event. You want an idea
investigating complaints about a marketing of how many people to expect, so you would like to
representative. Correct request RSVPs. What should you keep in mind? -
ANSWER -a. You may request RSVPs, but you
are not permitted to require contact information.
You are seeking to represent an individual Medicare Correct
Advantage plan and an individual Part D plan in your
state. You have completed the required training for
each plan, but you did not achieve a passing score Agent Antonio is preparing for a presentation on
on the tests that came after the training. What can Medicare and Medicare Advantage before a local
you do in this situation? - ANSWER -a. You will senior citizen civic group where he hopes to enroll
not be able to represent any Medicare Advantage or some attendees. Which of the following steps should
1/7
, AHIP Module 4 Test Questions and Answers
he take in order to be in compliance with Medicare
marketing rules? - ANSWER -b. Antonio should You are meeting with Mrs. Hall in her home. On her
include on the invitation a statement that a scope of appointment form she asked to discuss
salesperson will be present with information and Medicare Advantage plans. During the meeting, she
applications. Correct asks to discuss a stand-alone prescription drug plan.
She is leaving the next day to visit her family for a
week in another state, so it is important to her to
You have set up an appointment for an in-home make a decision before she leaves. What must
sales presentation with Mrs. Fernandez, who happen before that additional discussion can take
expressed interest in the Medicare plans you place? - ANSWER -a. Since Mrs. Hall
represent. In preparation for the sales presentation, specifically asked that you discuss the stand-alone
what must you do? - ANSWER -d. Prior to Part D plan, you may do so, as long as she signs a
conducting the presentation, obtain, and document new scope of appointment form first, indicating that
having obtained her permission to visit, along with she wants to discuss the Part D plan. Correct
her interest in the specific products you will present.
Correct
Which of the following statements best describes how
business reply cards (BRCs) may be employed in the
Mrs. Lu is turning 65 in November and called to ask marketing of Medicare Advantage products? -
for your help deciding on a Medicare Advantage ANSWER -c. A BRC may be used to document
plan. She agreed to sign a scope of appointment a beneficiary's scope of appointment agreement
form and meet with you October 15. During the provided it has been submitted to CMS for approval
appointment, what are you permitted to do? - and includes a statement informing the beneficiary
ANSWER -d. You may provide her with the that a salesperson may call. Correct
required enrollment materials and take her
completed enrollment application. Correct
Ordinarily, you obtain referrals from a third-party that
initiates contact with potential clients and usually sets
While making an appointment to discuss Medicare up appointments for you. How would the guidelines
Advantage (MA) and Part D plans with a potential for marketing Medicare Advantage and Part D plans
enrollee, you are asked to describe other types of apply to this practice? - ANSWER -b. Third
insurance products that your client might wish to parties may not make unsolicited calls, visits, or
purchase. What additional types of insurance can emails to Medicare beneficiaries in order to set up
you present during the MA and Part D marketing such appointments, or for any other reason related to
appointment? - ANSWER -d. You can present the marketing of Medicare Advantage or Part D
only health care related lines of business, but must plans. Correct
obtain the beneficiary's permission to do so before
the presentation occurs and document that you have
obtained that permission. Correct You market many different types of insurance and
ordinarily you spend time each evening calling
potential clients. To be in compliance with
A Medicare beneficiary has walked into your office requirements for marketing Medicare Advantage and
and requested that you sit down with her and discuss Part D plans, what must you do about contacting
her options under the Medicare Advantage program. potential clients to market those plans? -
Before engaging in such a discussion, what should ANSWER -c. You will have to avoid calling any
you do? - ANSWER -c. You must have her sign potential client, unless he or she initiates contact with
a scope of appointment form, indicating which you and specifically asks that you give him or her a
products she wishes to discuss. You may then call. Correct
proceed with the discussion. Correct
2/7
Mr. Prentice has many clients who are Medicare Part D plan until you complete the training and
beneficiaries. He should review the Centers for achieve an adequate score, although you will not
Medicare & Medicaid Services' Marketing Guidelines have to take a test if you exclusively market
to ensure he is compliant for which type of products? employer/union group plans and the companies do
- ANSWER -c. Medicare Advantage (MA) and not require testing. Correct
Prescription Drug (PDP) plans Correct
Your colleague works at a third party marketing
Another agent working for your agency claims that organization (TMO) and she said she did not need to
because you are not employed by the Medicare take the Medicare training for brokers and agents or
Advantage plans that you represent, you are not pass a test to market Medicare plans since her
subject to the same requirements as the plans contract is with the TMO, not the plans that have the
themselves. How should you respond to such a products she sells. What could you say to her? -
statement? - ANSWER -c. Your coworker is not ANSWER -b. You could tell her she is wrong,
correct. Marketing on behalf of a plan is considered and that only agents selling employer/union group
marketing by the plan and requires that all contracted plans are permitted an exemption from testing, but
and employed agents comply with all Medicare some employer/union group plans may require
marketing rules. Correct testing to promote agent compliance with CMS
marketing requirements. Correct
You work for a company that has marketed Medigap
products for many years. The company has added Agent Armstrong is employed by XYZ Agency, which
Medicare Advantage and Part D plans and you will is under contract with ABC Health Plan, a Medicare
begin marketing those plans this fall. You are Advantage (MA) plan that offers plans in multiple
planning what materials to use to easily show the states. XYZ Agency maintains a website marketing
differences in benefits, premiums and cost sharing the MA plans with which it has contracts. Agent
for each of the products. What do you need to do Armstrong follows up with individuals who request
with your materials before using them for marketing more information about ABC MA plans via the
purposes? - ANSWER -b. You must submit website and tries to persuade them to enroll in ABC
your materials to the plan you represent, so CMS can plans. What statement best describes the marketing
review and approve the materials to ensure they are and compliance rules that apply to Agent Armstrong?
accurate. Correct - ANSWER -b. Agent Armstrong needs to be
licensed and appointed in every state in which
beneficiaries to whom he markets ABC MA plans are
Which of the following is a correct statement about located. Correct
state laws as they pertain to marketing
representatives? - ANSWER -a. Medicare
health plans must comply with requests for You are mailing invitations to new Medicare
information from state insurance departments beneficiaries for a marketing event. You want an idea
investigating complaints about a marketing of how many people to expect, so you would like to
representative. Correct request RSVPs. What should you keep in mind? -
ANSWER -a. You may request RSVPs, but you
are not permitted to require contact information.
You are seeking to represent an individual Medicare Correct
Advantage plan and an individual Part D plan in your
state. You have completed the required training for
each plan, but you did not achieve a passing score Agent Antonio is preparing for a presentation on
on the tests that came after the training. What can Medicare and Medicare Advantage before a local
you do in this situation? - ANSWER -a. You will senior citizen civic group where he hopes to enroll
not be able to represent any Medicare Advantage or some attendees. Which of the following steps should
1/7
, AHIP Module 4 Test Questions and Answers
he take in order to be in compliance with Medicare
marketing rules? - ANSWER -b. Antonio should You are meeting with Mrs. Hall in her home. On her
include on the invitation a statement that a scope of appointment form she asked to discuss
salesperson will be present with information and Medicare Advantage plans. During the meeting, she
applications. Correct asks to discuss a stand-alone prescription drug plan.
She is leaving the next day to visit her family for a
week in another state, so it is important to her to
You have set up an appointment for an in-home make a decision before she leaves. What must
sales presentation with Mrs. Fernandez, who happen before that additional discussion can take
expressed interest in the Medicare plans you place? - ANSWER -a. Since Mrs. Hall
represent. In preparation for the sales presentation, specifically asked that you discuss the stand-alone
what must you do? - ANSWER -d. Prior to Part D plan, you may do so, as long as she signs a
conducting the presentation, obtain, and document new scope of appointment form first, indicating that
having obtained her permission to visit, along with she wants to discuss the Part D plan. Correct
her interest in the specific products you will present.
Correct
Which of the following statements best describes how
business reply cards (BRCs) may be employed in the
Mrs. Lu is turning 65 in November and called to ask marketing of Medicare Advantage products? -
for your help deciding on a Medicare Advantage ANSWER -c. A BRC may be used to document
plan. She agreed to sign a scope of appointment a beneficiary's scope of appointment agreement
form and meet with you October 15. During the provided it has been submitted to CMS for approval
appointment, what are you permitted to do? - and includes a statement informing the beneficiary
ANSWER -d. You may provide her with the that a salesperson may call. Correct
required enrollment materials and take her
completed enrollment application. Correct
Ordinarily, you obtain referrals from a third-party that
initiates contact with potential clients and usually sets
While making an appointment to discuss Medicare up appointments for you. How would the guidelines
Advantage (MA) and Part D plans with a potential for marketing Medicare Advantage and Part D plans
enrollee, you are asked to describe other types of apply to this practice? - ANSWER -b. Third
insurance products that your client might wish to parties may not make unsolicited calls, visits, or
purchase. What additional types of insurance can emails to Medicare beneficiaries in order to set up
you present during the MA and Part D marketing such appointments, or for any other reason related to
appointment? - ANSWER -d. You can present the marketing of Medicare Advantage or Part D
only health care related lines of business, but must plans. Correct
obtain the beneficiary's permission to do so before
the presentation occurs and document that you have
obtained that permission. Correct You market many different types of insurance and
ordinarily you spend time each evening calling
potential clients. To be in compliance with
A Medicare beneficiary has walked into your office requirements for marketing Medicare Advantage and
and requested that you sit down with her and discuss Part D plans, what must you do about contacting
her options under the Medicare Advantage program. potential clients to market those plans? -
Before engaging in such a discussion, what should ANSWER -c. You will have to avoid calling any
you do? - ANSWER -c. You must have her sign potential client, unless he or she initiates contact with
a scope of appointment form, indicating which you and specifically asks that you give him or her a
products she wishes to discuss. You may then call. Correct
proceed with the discussion. Correct
2/7
