Aetna Individual Core exam study kit with
complete questions and correct answers
Our agent oversight team will implement corrective action when
there are CMS infractions and prohibited tactics. Disciplinary or
corrective action may include:
A) Focused training or monitoring sessions
B) Verbal or written warnings
C) Full re-training and re-testing
D) Placement on an agent "watch list"
E) Suspension or probationary period
F) Contract termination, with or without cause
G) All of the above Correct Answer G) All of the above
Failure to respond within the required timeframe to Aetna or CMS
requests for information may result in suspension or termination
of an agent, broker or producer's ability to market, sell and
receive commissions.
True or False Correct Answer True
You can receive commission for any sale that results from an
unreported marketing/sales event.
True or False Correct Answer False
A prohibited marketing event is:
A) Conducting health screenings that give the impression of
"cherry picking"
B) Requiring beneficiaries to provide contact information as a
prerequisite for attending an event
C) Asking a beneficiary for a referral
,D) Using superlative language such as "the best", "one of the
best" or "rated number 1" unless substantiated by data provided
by CMS
E) Claiming you are recommended or endorsed by CMS
F) All of the above Correct Answer F) All of the above
How long are you required to maintain Scope of Appointment
documentation?
A) 2 years
B) 5 years
C) 10 years
D) Forever Correct Answer C) 10 years
If a beneficiary requests to discuss other products not originally
documented on the SOA, you must document a second SOA for
the additional product type, and then the appointment may
continue.
True or False Correct Answer True
When obtaining a Scope of Appointment, you may NOT:
A) Discuss plan options not agreed to by the beneficiary
B) Ask for referrals
C) Market non-health care products such as annuities or life
insurance
D) All of the above Correct Answer D) All of the above
The Permission-to-Contact form is used by Aetna sales
representatives and external agents to contact beneficiaries, and
must be completed prior to conducting an outbound call to a
Medicare prospect.
True or False Correct Answer True
, The Permission-to-Contact form is required when a prospect calls
in to RSVP for a meeting.
True or False Correct Answer False
You may not contact your own clients by telephone and plans
may not contact current members by telephone at any time to
discuss plan business.
True or False Correct Answer False
Producers may only use the CMS and Aetna-approved marketing
materials that have been created by our marketing team,
approved by us and filed with CMS by us when discussing Aetna
or Coventry Individual Medicare plans.
True or False Correct Answer True
Every time you meet with beneficiaries to discuss MA/MAPD
products use appropriate CMS-approved consumer sales
presentations from beginning to end, read the presentation notes
or talking points; and when you use the MA/MAPD sales video it
should be used in conjunction with the approved sales
presentation.
True or False Correct Answer True
To order enrollment kits for Aetna Medicare products, you access
Aetna-branded kits through a single point of entry, and use you
NPN to log in.
True or False Correct Answer True
Annual Election Period is from:
complete questions and correct answers
Our agent oversight team will implement corrective action when
there are CMS infractions and prohibited tactics. Disciplinary or
corrective action may include:
A) Focused training or monitoring sessions
B) Verbal or written warnings
C) Full re-training and re-testing
D) Placement on an agent "watch list"
E) Suspension or probationary period
F) Contract termination, with or without cause
G) All of the above Correct Answer G) All of the above
Failure to respond within the required timeframe to Aetna or CMS
requests for information may result in suspension or termination
of an agent, broker or producer's ability to market, sell and
receive commissions.
True or False Correct Answer True
You can receive commission for any sale that results from an
unreported marketing/sales event.
True or False Correct Answer False
A prohibited marketing event is:
A) Conducting health screenings that give the impression of
"cherry picking"
B) Requiring beneficiaries to provide contact information as a
prerequisite for attending an event
C) Asking a beneficiary for a referral
,D) Using superlative language such as "the best", "one of the
best" or "rated number 1" unless substantiated by data provided
by CMS
E) Claiming you are recommended or endorsed by CMS
F) All of the above Correct Answer F) All of the above
How long are you required to maintain Scope of Appointment
documentation?
A) 2 years
B) 5 years
C) 10 years
D) Forever Correct Answer C) 10 years
If a beneficiary requests to discuss other products not originally
documented on the SOA, you must document a second SOA for
the additional product type, and then the appointment may
continue.
True or False Correct Answer True
When obtaining a Scope of Appointment, you may NOT:
A) Discuss plan options not agreed to by the beneficiary
B) Ask for referrals
C) Market non-health care products such as annuities or life
insurance
D) All of the above Correct Answer D) All of the above
The Permission-to-Contact form is used by Aetna sales
representatives and external agents to contact beneficiaries, and
must be completed prior to conducting an outbound call to a
Medicare prospect.
True or False Correct Answer True
, The Permission-to-Contact form is required when a prospect calls
in to RSVP for a meeting.
True or False Correct Answer False
You may not contact your own clients by telephone and plans
may not contact current members by telephone at any time to
discuss plan business.
True or False Correct Answer False
Producers may only use the CMS and Aetna-approved marketing
materials that have been created by our marketing team,
approved by us and filed with CMS by us when discussing Aetna
or Coventry Individual Medicare plans.
True or False Correct Answer True
Every time you meet with beneficiaries to discuss MA/MAPD
products use appropriate CMS-approved consumer sales
presentations from beginning to end, read the presentation notes
or talking points; and when you use the MA/MAPD sales video it
should be used in conjunction with the approved sales
presentation.
True or False Correct Answer True
To order enrollment kits for Aetna Medicare products, you access
Aetna-branded kits through a single point of entry, and use you
NPN to log in.
True or False Correct Answer True
Annual Election Period is from:
