Your client, Jaime Jones, calls you on December 4th about changing her Medicare
Advantage plan during the annual election period which ends December 7th. What
should you do?
Give this one a try later!
d.Complete a scope of appointment (SOA) during the call and indicate that
they will meet to discuss Medicare Advantage plans during an appointment
the following day.
Maria Valesquez is a marketing representative with RitzCo, a third-party marketing
organization (TPMO). Maria meets with Henry Smythe, who has a website that
provides information about different ways to get Medicare. The website allows
beneficiaries to put in their name and contact information in order to receive
additional information. Henry offers to sell Maria leads obtained through the website.
What should Maria do?
Give this one a try later!
, Maria should pass on Henry's offer. Henry's website is a TPMO, and for a
TPMO to provide contact information to another TPMO (including an
agent/broker or FMO), it has to have prior express written consent that
identifies each entity that will receive the information.
You are seeking to represent an individual Medicare 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 on the tests that came after the training. What can
you do in this situation?
Give this one a try later!
You will not be able to represent any Medicare Advantage or Part D plan
until you complete the training and achieve an adequate score. However,
you will not have to take a test if you exclusively market employer/union
group plans and the companies do not require testing.
Alice is a marketing representative employed by a health plan. Betty is a captive
agent of a health plan who markets for multiple plans and sponsors. Carl is a captive
agent who markets for only one plan/sponsor. Denise is an independent agent who
markets to different types of groups. Edward is an independent agent who markets
only to employer and union groups. CMS marketing representative compensation
rules generally apply to:
Give this one a try later!
Betty and Denise, but not Alice (the employee) or Carl or Edward (to whom
exceptions apply).
Advantage plan during the annual election period which ends December 7th. What
should you do?
Give this one a try later!
d.Complete a scope of appointment (SOA) during the call and indicate that
they will meet to discuss Medicare Advantage plans during an appointment
the following day.
Maria Valesquez is a marketing representative with RitzCo, a third-party marketing
organization (TPMO). Maria meets with Henry Smythe, who has a website that
provides information about different ways to get Medicare. The website allows
beneficiaries to put in their name and contact information in order to receive
additional information. Henry offers to sell Maria leads obtained through the website.
What should Maria do?
Give this one a try later!
, Maria should pass on Henry's offer. Henry's website is a TPMO, and for a
TPMO to provide contact information to another TPMO (including an
agent/broker or FMO), it has to have prior express written consent that
identifies each entity that will receive the information.
You are seeking to represent an individual Medicare 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 on the tests that came after the training. What can
you do in this situation?
Give this one a try later!
You will not be able to represent any Medicare Advantage or Part D plan
until you complete the training and achieve an adequate score. However,
you will not have to take a test if you exclusively market employer/union
group plans and the companies do not require testing.
Alice is a marketing representative employed by a health plan. Betty is a captive
agent of a health plan who markets for multiple plans and sponsors. Carl is a captive
agent who markets for only one plan/sponsor. Denise is an independent agent who
markets to different types of groups. Edward is an independent agent who markets
only to employer and union groups. CMS marketing representative compensation
rules generally apply to:
Give this one a try later!
Betty and Denise, but not Alice (the employee) or Carl or Edward (to whom
exceptions apply).
