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? -
✔✔The Medicare Advantage plan received a 5-star rating in customer service and care
coordination with an overall performance rating of 4 stars.
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.
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 appointments? - ✔✔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.
One of your colleagues argues that it is better to focus your time and energy exclusively on
neighborhoods with single-family homes. He further argues that their older owners are
more likely to have higher incomes and purchase the Medicare Advantage products you
represent compared to those living in apartment complexes. How should you respond? -
✔✔This could be considered discriminatory activity and a prohibited practice.
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? - ✔✔Yes. When an event has been advertised as
"educational," discussing plan-specific premiums is impermissible.
Mr. Prentice has many clients who are Medicare beneficiaries. He should review the Centers
for Medicare & Medicaid Services (CMS) Communication and Marketing Guidelines to
ensure he is compliant with which type of products. - ✔✔Medicare Advantage (MA) and
Prescription Drug (PDP) plans.