Question 1: Can a neighbor provide food to potential enrollees attending a sales presentation for
Medicare Advantage and Part D plans?
Answer: No, neighbors may not provide a meal, but light snacks are permitted.
Question 2: How should you contact potential clients to market Medicare Advantage and Part D plans?
Answer: You must avoid calling any potential client unless they initiate contact with you and specifically
ask that you give them a call.
Question 3: What is an acceptable activity under Medicare's guidance regarding educational events?
Answer: You may distribute business cards to individuals who request information on how to contact
you for further details on the plans you represent.
Question 4: Is it possible to solicit Medicare Advantage prospects through email?
Answer: Yes, marketing representatives may initiate electronic contact through email, but an opt-out
process must be provided.
Question 5: How should Agent Harriet Walker handle a client who expresses interest in a Medicare
Advantage plan?
Answer: Inquire whether the client qualifies for a special enrollment period, and if not, solicit an
enrollment application once the annual open enrollment election period begins on October 15th.
Question 6: What must you do with materials showing the differences in benefits, premiums, and cost
sharing for each product before using them for marketing purposes?