AHIP Module 4 All Answers Correct
Question 1: As a marketing agent, what type of products should Mr. Prentice review the Centers for
Medicare & Medicaid Services' Marketing Guidelines for?
Answer: Medicare Advantage (MA) and Prescription Drug (PDP) plans.
Question 2: How should you respond to a colleague who claims that, as an independent agent, they are
not subject to the same requirements as the plans themselves?
Answer: You can tell them that this is incorrect; marketing on behalf of a plan is considered marketing
by the plan, and requires compliance with all Medicare marketing rules.
Question 3: What do you need to do with your materials before using them for marketing purposes?
Answer: You must submit your materials to the plan you represent for CMS review and approval to
ensure they are accurate.
Question 4: If you didn't achieve a passing score on the tests after completing the required training,
what can you do?
Answer: You will not be able to represent any Medicare Advantage or Part D plan until you complete the
training and achieve an adequate score, although you will not have to take a test if you exclusively
market employer/union group plans and the companies do not require testing.
Question 5: How should you respond to a colleague who works at a third-party marketing organization
(TMO) and claims she doesn't need to take the Medicare training or pass a test?
Answer: You can tell her she is wrong, and that only agents selling employer/union group plans are
permitted an exemption from testing, but some employer/union group plans may require testing to
promote agent compliance with CMS marketing requirements.
, You plan to participate in an educational event sponsored by a large regional health care system. One of
your colleagues suggests that you do a presentation on one of the Medicare Health plans you market,
and modify it to include information about preventive screening tests showcased at the event. How
should you respond to your colleague's suggestion? ✔️You should tell your colleague no because
participation in an educational event may not include a sales presentation.
Agent Mary Jennings makes a presentation on Medicare advertised as an educational event. Agent
Jennings distributes materials that are solely educational in nature. 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? ✔️Yes. When an event has been advertised as "educational,"
discussing plan-specific premiums is impermissible.
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? ✔️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.
Mrs. Lu is turning 65 in November and called to ask for your help deciding on a Medicare Advantage
plan. She agreed to sign a scope of appointment form and meet with you October 15. During the
appointment, what are you permitted to do? ✔️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? ✔️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? ✔️You must have her sign a scope of appointment form, indicating which products she wishes
to discuss. You may then proceed with the discussion. Correct
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
Question 1: As a marketing agent, what type of products should Mr. Prentice review the Centers for
Medicare & Medicaid Services' Marketing Guidelines for?
Answer: Medicare Advantage (MA) and Prescription Drug (PDP) plans.
Question 2: How should you respond to a colleague who claims that, as an independent agent, they are
not subject to the same requirements as the plans themselves?
Answer: You can tell them that this is incorrect; marketing on behalf of a plan is considered marketing
by the plan, and requires compliance with all Medicare marketing rules.
Question 3: What do you need to do with your materials before using them for marketing purposes?
Answer: You must submit your materials to the plan you represent for CMS review and approval to
ensure they are accurate.
Question 4: If you didn't achieve a passing score on the tests after completing the required training,
what can you do?
Answer: You will not be able to represent any Medicare Advantage or Part D plan until you complete the
training and achieve an adequate score, although you will not have to take a test if you exclusively
market employer/union group plans and the companies do not require testing.
Question 5: How should you respond to a colleague who works at a third-party marketing organization
(TMO) and claims she doesn't need to take the Medicare training or pass a test?
Answer: You can tell her she is wrong, and that only agents selling employer/union group plans are
permitted an exemption from testing, but some employer/union group plans may require testing to
promote agent compliance with CMS marketing requirements.
, You plan to participate in an educational event sponsored by a large regional health care system. One of
your colleagues suggests that you do a presentation on one of the Medicare Health plans you market,
and modify it to include information about preventive screening tests showcased at the event. How
should you respond to your colleague's suggestion? ✔️You should tell your colleague no because
participation in an educational event may not include a sales presentation.
Agent Mary Jennings makes a presentation on Medicare advertised as an educational event. Agent
Jennings distributes materials that are solely educational in nature. 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? ✔️Yes. When an event has been advertised as "educational,"
discussing plan-specific premiums is impermissible.
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? ✔️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.
Mrs. Lu is turning 65 in November and called to ask for your help deciding on a Medicare Advantage
plan. She agreed to sign a scope of appointment form and meet with you October 15. During the
appointment, what are you permitted to do? ✔️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? ✔️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? ✔️You must have her sign a scope of appointment form, indicating which products she wishes
to discuss. You may then proceed with the discussion. Correct
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
