AHIP 2026 MODULE 4 QUESTIONS WITH
CORRECT ANSWERS
Agent Jennings makes a presentation on Medicare advertised as an educational event. Agent Jennings
distributes materials that are solely educational. However, she gives a brief presentation that mentions
plan-
specific premiums. Is this a prohibited activity at an event that has been advertised as educational? -
correct answer-
Yes. Whether or not an event has been advertised as "educational" or a "sales presentation," discussin
g plan-specific information is impermissible.
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 asked 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 she needs to decide before she leaves. What must happen before that additional discussion can ta
ke place? - correct answer-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, indicatin
g that she wants to discuss the Part D plan.
During a sales presentation to Ms. Daley for a Medicare Advantage plan that has a 5-
star rating in customer service and care coordination, and received an overall plan performance rating
of a 4-star, which of the following would be the best statement to say to her? - correct answer-
The Medicare Advantage plan received a 5-
star rating in customer service and care coordination with an overall performance rating of 4 stars.
Winthrop Brokerage wishes to place an advertisement in the local newspaper that says: "We offer Me
dicare Advantage plans offered by AB Health and Top Choice Health. Contact us if you would like to lea
rn more." Which of the following best describes the obligation(s) of Winthrop Brokerage regarding the
advertisement? - correct answer-
Winthrop Brokerage does not need to submit the advertisement to CMS for prior approval because it
does not include information about the plans' benefits structures, cost-
sharing, or information about measures or ranking standards.
While making an appointment to discuss Medicare Advantage (MA) and Part D plans with a potential e
nrollee, you are asked to describe other types of insurance products that your client might wish to pur
chase. What additional types of insurance can you present during the MA and Part D marketing appoi
ntments? - correct 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.
CORRECT ANSWERS
Agent Jennings makes a presentation on Medicare advertised as an educational event. Agent Jennings
distributes materials that are solely educational. However, she gives a brief presentation that mentions
plan-
specific premiums. Is this a prohibited activity at an event that has been advertised as educational? -
correct answer-
Yes. Whether or not an event has been advertised as "educational" or a "sales presentation," discussin
g plan-specific information is impermissible.
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 asked 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 she needs to decide before she leaves. What must happen before that additional discussion can ta
ke place? - correct answer-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, indicatin
g that she wants to discuss the Part D plan.
During a sales presentation to Ms. Daley for a Medicare Advantage plan that has a 5-
star rating in customer service and care coordination, and received an overall plan performance rating
of a 4-star, which of the following would be the best statement to say to her? - correct answer-
The Medicare Advantage plan received a 5-
star rating in customer service and care coordination with an overall performance rating of 4 stars.
Winthrop Brokerage wishes to place an advertisement in the local newspaper that says: "We offer Me
dicare Advantage plans offered by AB Health and Top Choice Health. Contact us if you would like to lea
rn more." Which of the following best describes the obligation(s) of Winthrop Brokerage regarding the
advertisement? - correct answer-
Winthrop Brokerage does not need to submit the advertisement to CMS for prior approval because it
does not include information about the plans' benefits structures, cost-
sharing, or information about measures or ranking standards.
While making an appointment to discuss Medicare Advantage (MA) and Part D plans with a potential e
nrollee, you are asked to describe other types of insurance products that your client might wish to pur
chase. What additional types of insurance can you present during the MA and Part D marketing appoi
ntments? - correct 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.
