AHIP 2018 Module 4 - Marketing Medicare Advanced America's Health Insurance
Plans Medicare Certification Exam with Complete Questions & Verified Answers
graded a+\\\pass!!
Agent Antonio is preparing for a presentation on Medicare and Medicare Advantage
before a local senior citizen civic group where he hopes to enroll some attendees.
Which of the following steps should he take in order to be in compliance with Medicare
marketing rules?
Choose one answer.
a. Antonio should include on the invitation a statement that a salesperson will be
present with information and applications.
b. Antonio should include a statement that due to the venue limitations
accommodations for persons with special needs will not be available.
c. Antonio should indicate that in order to attend the meeting, an e-mail address must
be provided on the RSVP card.
d. Antonio should include on the invitation that food will be served and alcoholic
beverages will be available free of charge. - answer-a. Antonio should include on the
invitation a statement that a salesperson will be present with information and
applications.
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?
Choose one answer.
a. Prior to conducting the presentation, obtain, and document having obtained her
permission to visit, along with her interest in the specific products you will present.
b. Seven days prior to the appointment, you must notify the company(s) you represent
regarding which products you will be presenting, so they can report the nature of your
meeting to the Medicare agency.
c. At the time you arrive for the appointment, let her know which products you will be
going over.
d. Prior to arriving at her home, request approval from CMS to use special materials
that you developed to explain the plan benefits instead of the plan's materials, which
you think are confusing. - answer-d. You may provide her with the required enrollment
materials and take her completed enrollment application.
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 appointment?
,Choose one answer.
a. You can present only end of life and life insurance lines of business.
b. 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.
c. You can present any line of business you represent as long as you obtain the
beneficiary's permission first.
d. You cannot present any line of business other than MA or Part D during such a
presentation, regardless of whether or not it is health care related. - answer-b. 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.
A Medicare beneficiary has walked into your office and requested that you sit down with
her and discuss her options under the Medicare Advantage program. Before engaging
in such a discussion, what should you do?
Choose one answer.
a. You must set an appointment for another time, at least 48 hours from the point when
she walked into your office.
b. You do not have to do anything. You may proceed with the discussion and enroll the
individual, if she so desires.
c. You must have her sign a scope of appointment form, indicating which products she
wishes to discuss. You may then proceed with the discussion.
d. Prior to speaking with the individual, you must inquire as to her eligibility for MA and
Part D plans and then complete a scope of appointment form for the plans for which she
is eligible. - answer-c. You must have her sign a scope of appointment form, indicating
which products she wishes to discuss. You may then proceed with the discussion.
You are meeting with Mrs. Hall in her home. On her scope of appointment form she
asked to discuss Medicare Advantage plans. During the meeting, she 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 make a decision before she leaves.
What must happen before that additional discussion can take place?
Choose one answer.
a. Since Mrs. Hall is leaving the state, you can immediately present her with information
on the prescription drug plan, so she can make a decision before it is too late.
b. Since Mrs. Hall specifically asked that you discuss the stand-alone Part D plan, you
may do so, as long as she signs a new scope of appointment form first, indicating that
she wants to discuss the Part D plan.
c. You must make a telephone call from a location outside Mrs. Hall's home to ensure
that the discussion of the - answer-b. Since Mrs. Hall specifically asked that you
discuss the stand-alone Part D plan, you may do so, as long as she signs a new scope
of appointment form first, indicating that she wants to discuss the Part D plan.
, Which of the following statements best describes how business reply cards (BRCs) may
be employed in the marketing of Medicare Advantage products?
Choose one answer.
a. A BRC may be used to document a beneficiary's scope of appointment agreement
provided it has been submitted to CMS for approval.
b. A BRC may be used to document a beneficiary's scope of appointment agreement
provided it has been submitted to CMS for approval and includes a statement informing
the beneficiary that a salesperson may call.
c. Since they are a common marketing technique, agents can simply send them to lists
of prospects.
d. Since they are a common marketing technique, plan sponsors simply need to have
them approved by their internal compliance departments. - answer-b. A BRC may be
used to document a beneficiary's scope of appointment agreement provided it has been
submitted to CMS for approval and includes a statement informing the beneficiary that a
salesperson may call.
Ordinarily, you obtain referrals from a third-party that initiates contact with potential
clients and usually sets up appointments for you. How would the guidelines for
marketing Medicare Advantage and Part D plans apply to this practice?
Choose one answer.
a. Third parties may not make unsolicited calls, visits, or emails to Medicare
beneficiaries in order to set up such appointments, or for any other reason related to the
marketing of Medicare Advantage or Part D plans.
b. This is an acceptable practice, as long as the third party clearly states, during a call
that it is calling on behalf of a Medicare Advantage or Part D plan, or the plan's
marketing representative.
c. Third parties may only make initial contact with a beneficiary if they first obtain
certification from the Medicare agency as an approved marketing entity and are
licensed under applicable state law.
d. Third parties may make initial calls t - answer-a. Third parties may not make
unsolicited calls, visits, or emails to Medicare beneficiaries in order to set up such
appointments, or for any other reason related to the marketing of Medicare Advantage
or Part D plans.
You market many different types of insurance and ordinarily you spend time each
evening calling potential clients. To be in compliance with requirements for marketing
Medicare Advantage and Part D plans, what must you do about contacting potential
clients to market those plans?
Choose one answer.
a. You will have to avoid calling any potential client, unless he or she initiates contact
with you and specifically asks that you give him or her a call.
Plans Medicare Certification Exam with Complete Questions & Verified Answers
graded a+\\\pass!!
Agent Antonio is preparing for a presentation on Medicare and Medicare Advantage
before a local senior citizen civic group where he hopes to enroll some attendees.
Which of the following steps should he take in order to be in compliance with Medicare
marketing rules?
Choose one answer.
a. Antonio should include on the invitation a statement that a salesperson will be
present with information and applications.
b. Antonio should include a statement that due to the venue limitations
accommodations for persons with special needs will not be available.
c. Antonio should indicate that in order to attend the meeting, an e-mail address must
be provided on the RSVP card.
d. Antonio should include on the invitation that food will be served and alcoholic
beverages will be available free of charge. - answer-a. Antonio should include on the
invitation a statement that a salesperson will be present with information and
applications.
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?
Choose one answer.
a. Prior to conducting the presentation, obtain, and document having obtained her
permission to visit, along with her interest in the specific products you will present.
b. Seven days prior to the appointment, you must notify the company(s) you represent
regarding which products you will be presenting, so they can report the nature of your
meeting to the Medicare agency.
c. At the time you arrive for the appointment, let her know which products you will be
going over.
d. Prior to arriving at her home, request approval from CMS to use special materials
that you developed to explain the plan benefits instead of the plan's materials, which
you think are confusing. - answer-d. You may provide her with the required enrollment
materials and take her completed enrollment application.
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 appointment?
,Choose one answer.
a. You can present only end of life and life insurance lines of business.
b. 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.
c. You can present any line of business you represent as long as you obtain the
beneficiary's permission first.
d. You cannot present any line of business other than MA or Part D during such a
presentation, regardless of whether or not it is health care related. - answer-b. 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.
A Medicare beneficiary has walked into your office and requested that you sit down with
her and discuss her options under the Medicare Advantage program. Before engaging
in such a discussion, what should you do?
Choose one answer.
a. You must set an appointment for another time, at least 48 hours from the point when
she walked into your office.
b. You do not have to do anything. You may proceed with the discussion and enroll the
individual, if she so desires.
c. You must have her sign a scope of appointment form, indicating which products she
wishes to discuss. You may then proceed with the discussion.
d. Prior to speaking with the individual, you must inquire as to her eligibility for MA and
Part D plans and then complete a scope of appointment form for the plans for which she
is eligible. - answer-c. You must have her sign a scope of appointment form, indicating
which products she wishes to discuss. You may then proceed with the discussion.
You are meeting with Mrs. Hall in her home. On her scope of appointment form she
asked to discuss Medicare Advantage plans. During the meeting, she 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 make a decision before she leaves.
What must happen before that additional discussion can take place?
Choose one answer.
a. Since Mrs. Hall is leaving the state, you can immediately present her with information
on the prescription drug plan, so she can make a decision before it is too late.
b. Since Mrs. Hall specifically asked that you discuss the stand-alone Part D plan, you
may do so, as long as she signs a new scope of appointment form first, indicating that
she wants to discuss the Part D plan.
c. You must make a telephone call from a location outside Mrs. Hall's home to ensure
that the discussion of the - answer-b. Since Mrs. Hall specifically asked that you
discuss the stand-alone Part D plan, you may do so, as long as she signs a new scope
of appointment form first, indicating that she wants to discuss the Part D plan.
, Which of the following statements best describes how business reply cards (BRCs) may
be employed in the marketing of Medicare Advantage products?
Choose one answer.
a. A BRC may be used to document a beneficiary's scope of appointment agreement
provided it has been submitted to CMS for approval.
b. A BRC may be used to document a beneficiary's scope of appointment agreement
provided it has been submitted to CMS for approval and includes a statement informing
the beneficiary that a salesperson may call.
c. Since they are a common marketing technique, agents can simply send them to lists
of prospects.
d. Since they are a common marketing technique, plan sponsors simply need to have
them approved by their internal compliance departments. - answer-b. A BRC may be
used to document a beneficiary's scope of appointment agreement provided it has been
submitted to CMS for approval and includes a statement informing the beneficiary that a
salesperson may call.
Ordinarily, you obtain referrals from a third-party that initiates contact with potential
clients and usually sets up appointments for you. How would the guidelines for
marketing Medicare Advantage and Part D plans apply to this practice?
Choose one answer.
a. Third parties may not make unsolicited calls, visits, or emails to Medicare
beneficiaries in order to set up such appointments, or for any other reason related to the
marketing of Medicare Advantage or Part D plans.
b. This is an acceptable practice, as long as the third party clearly states, during a call
that it is calling on behalf of a Medicare Advantage or Part D plan, or the plan's
marketing representative.
c. Third parties may only make initial contact with a beneficiary if they first obtain
certification from the Medicare agency as an approved marketing entity and are
licensed under applicable state law.
d. Third parties may make initial calls t - answer-a. Third parties may not make
unsolicited calls, visits, or emails to Medicare beneficiaries in order to set up such
appointments, or for any other reason related to the marketing of Medicare Advantage
or Part D plans.
You market many different types of insurance and ordinarily you spend time each
evening calling potential clients. To be in compliance with requirements for marketing
Medicare Advantage and Part D plans, what must you do about contacting potential
clients to market those plans?
Choose one answer.
a. You will have to avoid calling any potential client, unless he or she initiates contact
with you and specifically asks that you give him or her a call.
