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? - answers✔✔Yes. Whether or not an event has been
advertised as "educational" or a "sales presentation," discussing plan-specific information is
impermissible.
You are meeting with Mrs. Hall in her home. On her scope of appointment form, she asked to
discuss Medicare Advantage plans. During the meeting, she asked to discuss a stand-alone
prescription drug plan. She is leaving the next day to visit her family for a week in another state,
so she needs to decide before she leaves. What must happen before that additional discussion
can take place? - answers✔✔Since Mrs. Hall specifically asked that you discuss the stand-alone
Part D plan, you may do so, as long as she signs a new scope of appointment form first,
indicating that she wants to discuss the Part D plan.
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? - answers✔✔The
Medicare Advantage plan received a 5-star rating in customer service and care coordination
with an overall performance rating of 4 stars.
Winthrop Brokerage wishes to place an advertisement in the local newspaper that says: "We
offer Medicare Advantage plans offered by AB Health and Top Choice Health. Contact us if you
would like to learn more." Which of the following best describes the obligation(s) of Winthrop
Brokerage regarding the advertisement? - answers✔✔Winthrop Brokerage does not need to
submit the advertisement to CMS for prior approval because it does not include information
about the plans' benefits structures, cost-sharing, or information about measures or ranking
standards.