2025 AHIP Module 4 - Communications
and Marketing Rules for Medicare
Advantage and Part D Plans
1. A Medicare beneficiary has walked into your workplace and asked which you sit down
down together with her and talk her alternatives under the Medicare Advantage program.
Before engaging in any such dialogue, what should you do?
2.
3. A. You need to set an appointment for another time, at the least 48 hours from the point
when she walked into your office.
4.
5. B. Before speaking with the man or woman, you must inquire as to her eligibility for MA
and Part D plans after which entire a scope of appointment form for the plans for which
she is eligible.
6.
7. C. You do not have to do whatever. You might also proceed with the dialogue and join
the character if she so desires.
8.
9. D. You should have her signal a scope of appointment shape, indicating which
merchandise she wishes to speak about. You may then continue with the discussion. -
ANS-d
10. Agent Harriet Walker has these days begun marketing Medicare Advantage and
associated products geared toward assembly the needs of senior citizens. Client Mildred
Jones has expressed interest in a Medicare Advantage plan. It is now the beginning of
September. If you had been in Agent Walker's function, what would you do?
11.
12. A. Inquire whether the consumer qualifies for a unique enrollment duration, and if now
not, solicit an enrollment utility once the yearly open enrollment election duration starts
on October fifteenth.
13.
14. B. Tell the client that she must additionally do not forget non-fitness merchandise
(inclusive of coins price existence insurance) to meet some of her health desires and
provide to put up a life coverage utility to see if consumer Jones is insurable.
15.
16. C. Solicit and whole the enrollment utility in September and wait until the open
enrollment date to put up it so that the purchaser does not buy a plan thru every other
agent.
17.
, 18. D. Tell the client - ANS-a
19. Agent Jennings makes a presentation on Medicare marketed as an academic occasion.
Agent Jennings distributes substances which might be entirely academic. However, she
gives a quick presentation that mentions plan-precise rates. Is this a prohibited interest
at an occasion that has been advertised as educational?
20.
21. A. Yes. When an occasion has been marketed as "instructional," discussing plan-precise
premiums is impermissible.
22.
23. B. Yes. Whether or now not an event has been advertised as "instructional" or a "income
presentation," discussing plan-specific statistics is impermissible.
24.
25. C. This movement is permissible. Handing out enrollment forms, however, might not be
permissible.
26.
27. D. Attendees assume a few "puffery" at any event on a product wherein they will be
potentially fascinated. - ANS-a
28. By contacting plans available to your area, you have got learned that the plan you
represent has a extensively decrease month-to-month top rate than the others.
Furthermore, you notice that the plan you represent has a completely unique
advantages bundle. What should you do to ensure your customers realize about those
pieces of records?
29.
30. A. You have anecdotal evidence that your plan is the pleasant and may say so for your
customers.
31.
32. B. You may additionally create a chart based totally on anecdotal rumour that lists each
plan inside the beneficiary's service region along side the advantages of the plan you
represent, as compared to the ones of the other to be had plans.
33.
34. C. You may make comparisons between plans if you may support them with research or
statistical facts and such comparisons are factually based totally and referenced.
35.
36. D. To obtain statistics approximately every other plan's advantages, you ought to refer
customers to the ones other plans, due to the fact you can now not offer comparative
data, regard - ANS-c
37. During a income presentation to Ms. Daley for a Medicare Advantage plan that has a
five-celebrity rating in customer support and care coordination, and acquired an average
plan performance rating of a four-celebrity, which of the subsequent would be the quality
assertion to mention to her?
38.
39. A. The Medicare Advantage plan received the best famous person rating in customer
support and care coordination.
40.
and Marketing Rules for Medicare
Advantage and Part D Plans
1. A Medicare beneficiary has walked into your workplace and asked which you sit down
down together with her and talk her alternatives under the Medicare Advantage program.
Before engaging in any such dialogue, what should you do?
2.
3. A. You need to set an appointment for another time, at the least 48 hours from the point
when she walked into your office.
4.
5. B. Before speaking with the man or woman, you must inquire as to her eligibility for MA
and Part D plans after which entire a scope of appointment form for the plans for which
she is eligible.
6.
7. C. You do not have to do whatever. You might also proceed with the dialogue and join
the character if she so desires.
8.
9. D. You should have her signal a scope of appointment shape, indicating which
merchandise she wishes to speak about. You may then continue with the discussion. -
ANS-d
10. Agent Harriet Walker has these days begun marketing Medicare Advantage and
associated products geared toward assembly the needs of senior citizens. Client Mildred
Jones has expressed interest in a Medicare Advantage plan. It is now the beginning of
September. If you had been in Agent Walker's function, what would you do?
11.
12. A. Inquire whether the consumer qualifies for a unique enrollment duration, and if now
not, solicit an enrollment utility once the yearly open enrollment election duration starts
on October fifteenth.
13.
14. B. Tell the client that she must additionally do not forget non-fitness merchandise
(inclusive of coins price existence insurance) to meet some of her health desires and
provide to put up a life coverage utility to see if consumer Jones is insurable.
15.
16. C. Solicit and whole the enrollment utility in September and wait until the open
enrollment date to put up it so that the purchaser does not buy a plan thru every other
agent.
17.
, 18. D. Tell the client - ANS-a
19. Agent Jennings makes a presentation on Medicare marketed as an academic occasion.
Agent Jennings distributes substances which might be entirely academic. However, she
gives a quick presentation that mentions plan-precise rates. Is this a prohibited interest
at an occasion that has been advertised as educational?
20.
21. A. Yes. When an occasion has been marketed as "instructional," discussing plan-precise
premiums is impermissible.
22.
23. B. Yes. Whether or now not an event has been advertised as "instructional" or a "income
presentation," discussing plan-specific statistics is impermissible.
24.
25. C. This movement is permissible. Handing out enrollment forms, however, might not be
permissible.
26.
27. D. Attendees assume a few "puffery" at any event on a product wherein they will be
potentially fascinated. - ANS-a
28. By contacting plans available to your area, you have got learned that the plan you
represent has a extensively decrease month-to-month top rate than the others.
Furthermore, you notice that the plan you represent has a completely unique
advantages bundle. What should you do to ensure your customers realize about those
pieces of records?
29.
30. A. You have anecdotal evidence that your plan is the pleasant and may say so for your
customers.
31.
32. B. You may additionally create a chart based totally on anecdotal rumour that lists each
plan inside the beneficiary's service region along side the advantages of the plan you
represent, as compared to the ones of the other to be had plans.
33.
34. C. You may make comparisons between plans if you may support them with research or
statistical facts and such comparisons are factually based totally and referenced.
35.
36. D. To obtain statistics approximately every other plan's advantages, you ought to refer
customers to the ones other plans, due to the fact you can now not offer comparative
data, regard - ANS-c
37. During a income presentation to Ms. Daley for a Medicare Advantage plan that has a
five-celebrity rating in customer support and care coordination, and acquired an average
plan performance rating of a four-celebrity, which of the subsequent would be the quality
assertion to mention to her?
38.
39. A. The Medicare Advantage plan received the best famous person rating in customer
support and care coordination.
40.
