COMMUNICATIONS AND MARKETING
RULES FOR MEDICARE ADVANTAGE
AND PART D PLANS QUESTIONS WITH
CORRECT ANSWERS 2025/2026
YouAareAmeetingAwithAMrs.AHallAinAherAhome.AOnAherAscopeAofAappointmentAform,AsheAaskedAt
oAdiscussAMedicareAAdvantageAplans.ADuringAtheAmeeting,AsheAaskedAtoAdiscussAaAstand-
aloneAprescriptionAdrugAplan.ASheAisAleavingAtheAnextAdayAtoAvisitAherAfamilyAforAaAweekAinAano
therAstate,AsoAsheAneedsAtoAdecideAbeforeAsheAleaves.AWhatAmustAhappenAbeforeAthatAadditio
nalAdiscussionAcanAtakeAplace?
a.AYouAmustAmakeAaAtelephoneAcallAfromAaAlocationAoutsideAMrs.AHall'sAhomeAtoAensureAthatAt
heAdiscussionAofAtheAprescriptionAdrugAplanAcanAtakeAplace.
b.ASinceAMrs.AHallAisAleavingAtheAstate,AyouAcanAimmediatelyApresentAherAwithAinformationAonA
theAprescriptionAdrugAplan,AsoAsheAcanAdecideAbeforeAitAisAtooAlate.
c.AYouAmustAreferAMrs.AHallAtoAanotherAagentAforAherAtoAbeAableAtoAengageAinAsuchAaAdiscussio
n.
d.ASinceAMrs.AHallAspecificallyAaskedAthatAyouAdiscussAtheAstand-
aloneAPartADAplan,AyouAmayAdoAso,AasAlongAasAsheAsignsAaAnewAsA-AcorrectAanswersd
AgentAHarrietAWalkerAhasArecentlyAbegunAmarketingAMedicareAAdvantageAandArelatedAproduc
tsAaimedAatAmeetingAtheAneedsAofAseniorAcitizens.AClientAMildredAJonesAhasAexpressedAinterest
AinAaAMedicareAAdvantageAplan.AItAisAnowAtheAbeginningAofASeptember.AIfAyouAwereAinAAgentA
Walker'sAposition,AwhatAwouldAyouAdo?
a.AInquireAwhetherAtheAclientAqualifiesAforAaAspecialAenrollmentAperiod,AandAifAnot,AsolicitAanAe
nrollmentAapplicationAonceAtheAannualAopenAenrollmentAelectionAperiodAbeginsAonAOctoberA1
5th.
, b.ATellAtheAclientAthatAsheAshouldAalsoAconsiderAnon-
healthAproductsA(suchAasAcashAvalueAlifeAinsurance)AtoAmeetAsomeAofAherAhealthAneedsAandAoff
erAtoAsubmitAaAlifeAinsuranceAapplicationAtoAseeAifAclientAJonesAisAinsurable.
c.ASolicitAandAcompleteAtheAenrollmentAapplicationAinASeptemberAandAwaitAuntilAtheAopenAenr
ollmentAdateAtoAsubmitAitAsoAthatAtheAclientAdoesAnotApurchaseAaAplanAthroughAanotherAagent.
d.ATellAtheAclientA-AcorrectAanswersa
YouAareAmailingAinvitationsAtoAnewAMedicareAbeneficiariesAforAaAmarketingAevent.AYouAwantAa
nAideaAofAhowAmanyApeopleAtoAexpect,AsoAyouAwouldAlikeAtoArequestARSVPs.AWhatAshouldAyouA
keepAinAmind?
a.AYouAmayAnotArequireARSVPs,AbutAwhenApeopleAarrive,AyouAmayArequireAtheAcompletionAofAc
ontactAinformationAonAaAsign-upAsheet.
b.AYouAareAnotApermittedAtoArequestARSVPs,AsoAyouAwillAneedAtoAfindAaAdifferentAwayAtoAestima
teAhowAmanyApeopleAareAcoming.
c.AYouAmayArequireARSVPsAandAanAe-
mailAaddressAsoAyouAcanAfollowAupAinAtheAeventAofAaAcancellation.
d.AYouAmayArequestARSVPs,AbutAyouAareAnotApermittedAtoArequireAcontactAinformation.A-
AcorrectAanswersd
YouAwillAbeAholdingAaAsalesAeventAsoon,AatAwhichAyouAwouldAlikeAtoAofferAdoorAprizesAtoAattend
ees.AUnderAguidelinesAfromAtheAMedicareAagency,AwhatAtypesAofAgiftsAorAprizesAwouldAnotAbeA
allowedAinAthisAsituation
a.AAAgiftAcardAtoAStarbucksAworthA$5.
b.AGiftAcardsAorAgiftAcertificatesAofA$15AorAlessAthatAcanAbeAreadilyAconvertedAtoAcash.