Targeted Marketing
Is it a good idea to focus marketing efforts exclusively on single-family homes, assuming their older
residents have higher incomes and are more likely to purchase Medicare Advantage products?
Correct answer: No, this could be considered discriminatory activity and a prohibited practice.
Client Meetings
What should you do when meeting with a client who is turning 65 and wants to decide on a Medicare
Advantage plan?
Correct answer: You may provide her with the required enrollment materials and take her completed
enrollment application.
Event Advertising
How should you advertise an educational event when working with multiple plans and community
organizations?
Correct answer: You must ensure that the advertisements indicate it is an educational event, otherwise
it will be considered a marketing event.
Educational Event Content
Can Agent Jennings discuss plan-specific premiums during an event that has been advertised as
educational?
Correct answer: No, discussing plan-specific premiums is impermissible when an event has been
advertised as educational.
, Door Prizes
What types of gifts or prizes are not allowed at a sales event?
Correct answer: Gift cards or gift certificates of $15 or less that can be readily converted to cash.
Agent Licensing
What requirements apply to Agent Armstrong, who markets Medicare Advantage plans with which his
agency has contracts?
Correct answer: Agent Armstrong needs to be licensed and appointed in every state in which
beneficiaries to whom he markets ABC MA plans are located.
Scope of Appointment
What should you do before discussing Medicare Advantage options with a client?
Correct answer: You must have her sign a scope of appointment form, indicating which products she
wishes to discuss. You may then proceed with the discussion.
Meals
What is permitted when marketing Medicare Advantage and Part D plans regarding meals?
Correct answer: You may provide light snacks, but a Thanksgiving-style meal would be prohibited,
regardless of who provides or pays for the meal.
Social Media