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While making an appointment to discuss Medicare
Advantage (MA) and Part D plans with a potential
enrollee, you are asked to describe other types of
insurance products that your client might wish to
purchase. What additional types of insurance can you
present during the MA and Part D marketing
appointments? - ANSWER-You can present only health
care related lines of business but must obtain the
beneficiary's permission to do so before the presentation
occurs and document that you have obtained that
permission.
, You have set up an appointment for an in-home sales
presentation with Mrs. Fernandez, who expressed interest
in the Medicare plans you represent. In preparation for the
sales presentation, what must you do? - ANSWER-Before
conducting the presentation, obtain and document having
obtained her permission to visit, along with her interest in
the specific products you will present.
You will be holding a sales event soon, at which you would
like to offer door prizes to attendees. Under guidelines
from the Medicare agency, what types of gifts or prizes
would not be allowed in this situation - ANSWER-Gift
cards or gift certificates of $15 or less that can be readily
converted to cash.