Module 4 Verified Guide 2024
What is the correct approach to marketing at an assisted living facility?
Correct answer: Marketing representatives may schedule an appointment with a beneficiary in a long-
term care facility only upon their request.
Can you solicit Medicare Advantage prospects through email marketing?
Correct answer: Yes, marketing representatives may initiate electronic contact through email, but an
opt-out process must be provided. However, use of electronic media must provide an opt-out process.
What is ABC's obligation regarding marketing non-health related products to its enrollees?
Correct answer: A plan sponsor must obtain HIPAA authorization from an enrollee before using or
disclosing the enrollee's information to market non-health related items such as life insurance.
What should you tell your client about the Medicare agency's recommendations?
Correct answer: The Medicare agency does not endorse or recommend any plan, and beneficiaries
should choose either Original Medicare or a MA plan based on their particular needs and circumstances.
Is your coworker correct that you are not subject to marketing requirements as a non-employee agent?
Correct answer: No, marketing on behalf of a plan is considered marketing by the plan and requires all
contracted and employed agents to comply with all Medicare marketing rules.
How can you address a hospital administrator's concerns about marketing in their facility?
, Correct answer: Marketing representatives may engage in marketing activities in common areas of
health care settings, including cafeterias, community or recreational rooms, and conference rooms.
What can you do if you did not pass the test after completing the required training for Medicare
Advantage and Part D plans?
Correct answer: You are required to pass the test in order to represent any Medicare Advantage or Part
D plans. There is no testing requirement for agents/brokers that only market employer/union group
plans.
What are the marketing and compliance rules that apply to Agent Armstrong?
Correct answer: State licensure and plan appointment applies to the states where the beneficiaries are
being marketed to are located.
You will be holding a sales event soon, at which you would like to offer door prizes to attendees. Under
guidelines from the Medicare agency, what types of gifts or prizes would not be allowed in this
situation? ✔️Gift cards or gift certificates of $15 or less that can be readily converted to cash.
Correct: This statement is correct because the question is looking for what is NOT allowed in sales event
situation in regard to gifts. Marketing representatives may not offer gifts in the form of cash or that can
easily be converted to cash.
Next week you will be participating in your first "educational event" for prospective enrollees. To be
sure that you do not violate any of the applicable guidelines, in what activities should you plan to
engage? ✔️You should plan to ensure that the educational event is an informative event and must not
conduct a sales presentation or distribute or accept enrollment forms at the event.
Correct: Sales presentations and distribution or acceptance of enrollment forms are prohibited when an
event is advertised as educational.
Melissa Meadows is a marketing representative for Best Care which has recently introduced a Medicare
Advantage plan offering comprehensive dental benefits for $15 per month. Best Care has not submitted
any potential posts to CMS for approval. Melissa would like to use the power of social media to reach
What is the correct approach to marketing at an assisted living facility?
Correct answer: Marketing representatives may schedule an appointment with a beneficiary in a long-
term care facility only upon their request.
Can you solicit Medicare Advantage prospects through email marketing?
Correct answer: Yes, marketing representatives may initiate electronic contact through email, but an
opt-out process must be provided. However, use of electronic media must provide an opt-out process.
What is ABC's obligation regarding marketing non-health related products to its enrollees?
Correct answer: A plan sponsor must obtain HIPAA authorization from an enrollee before using or
disclosing the enrollee's information to market non-health related items such as life insurance.
What should you tell your client about the Medicare agency's recommendations?
Correct answer: The Medicare agency does not endorse or recommend any plan, and beneficiaries
should choose either Original Medicare or a MA plan based on their particular needs and circumstances.
Is your coworker correct that you are not subject to marketing requirements as a non-employee agent?
Correct answer: No, marketing on behalf of a plan is considered marketing by the plan and requires all
contracted and employed agents to comply with all Medicare marketing rules.
How can you address a hospital administrator's concerns about marketing in their facility?
, Correct answer: Marketing representatives may engage in marketing activities in common areas of
health care settings, including cafeterias, community or recreational rooms, and conference rooms.
What can you do if you did not pass the test after completing the required training for Medicare
Advantage and Part D plans?
Correct answer: You are required to pass the test in order to represent any Medicare Advantage or Part
D plans. There is no testing requirement for agents/brokers that only market employer/union group
plans.
What are the marketing and compliance rules that apply to Agent Armstrong?
Correct answer: State licensure and plan appointment applies to the states where the beneficiaries are
being marketed to are located.
You will be holding a sales event soon, at which you would like to offer door prizes to attendees. Under
guidelines from the Medicare agency, what types of gifts or prizes would not be allowed in this
situation? ✔️Gift cards or gift certificates of $15 or less that can be readily converted to cash.
Correct: This statement is correct because the question is looking for what is NOT allowed in sales event
situation in regard to gifts. Marketing representatives may not offer gifts in the form of cash or that can
easily be converted to cash.
Next week you will be participating in your first "educational event" for prospective enrollees. To be
sure that you do not violate any of the applicable guidelines, in what activities should you plan to
engage? ✔️You should plan to ensure that the educational event is an informative event and must not
conduct a sales presentation or distribute or accept enrollment forms at the event.
Correct: Sales presentations and distribution or acceptance of enrollment forms are prohibited when an
event is advertised as educational.
Melissa Meadows is a marketing representative for Best Care which has recently introduced a Medicare
Advantage plan offering comprehensive dental benefits for $15 per month. Best Care has not submitted
any potential posts to CMS for approval. Melissa would like to use the power of social media to reach
