UHC EVENTS BASICS TEST COMPLETE
COMPREHENSIVE STUDY GUIDE 2026 FULL
QUESTIONS AND SOLUTIONS GRADED A+
• Which of the following materials may be displayed, distributed, or provided
to consumers attending an educational event?.
Answer: Agent business cards and lead cards
• Warren, an agent, is working at the UnitedHealthcare MedicareStore. Beth,
a consumer, approaches Warren and asks a question about Medicare
Prescription Drug Plans. What is the most appropriate thing Warren should
do first?.
Answer: Complete a Scope of Appointment form with Beth prior to
discussing plans.
• Which of the following does not describe a personal/individual marketing
appointment?.
Answer: It needs to be reported to UnitedHealthcare prior to advertising and
not less than 7 calendar days prior to the date of the event.
• Which of the following is NOT required when selecting a venue?.
Answer: COnvenient vending machines
• a dr is at an event. HE is asked about plan and he responds its the best hes
worked with. Has he done anything wrong?.
Answer: Yes he should remain neutral
• When must an event be reported to UHC.
Answer: not less than 7 days before event
• Which of the following food and giveaway combinations may be provided
at an educational event?.
Answer: Coffee, juice and pastries ($8/person) plus UnitedHealthcare logo
pens and notepads ($5/person)
, • Agent Rita Garcia must not do which of the following while conducting a
marketing/sales event?.
Answer: State the plan she is presenting is the best plan on the market.
• If you conduct an educational event and invite a provider or vendor to be a
part of the event, the provider/vendor must not do which of the following?.
Answer: Provide free health screenings such as blood pressure checks or
hearing tests as a marketing activity
• Which of the following best describes the purpose of event observation?.
Answer: An oversight activity where an individual evaluates an event as a
means to ensure the information provided by the agent was accurate and
compliant.
• Which of the following is not required when conducting a marketing/sales
event?.
Answer: Providing refreshments and giveaways
• Jessica just submitted a CANCEL Event Request Form to cancel an event
she is scheduled to conduct three weeks from today. The only advertising
she has done is to post a flyer at the event venue. Select the cancellation
procedure she does not need to follow..
Answer: Be at the venue at the time the event had been scheduled to start
and remain there for 30 minutes in case any consumer arrives.
• Which of the following activities conducted at a marketing/sales event is not
compliant?.
Answer: The agent displayed materials for non-health related products
• which statement at a formal marketing is non compliant?.
Answer: CMS endorses and I am a medicare specialist
• Lucy is setting up a member only educational event. She puts pens and lead
cards out. Has she done anything wrong? and what?.
Answer: must not use lead generating cards
• Jessica just submitted an ecent request form to cancel an event 3 weeks from
COMPREHENSIVE STUDY GUIDE 2026 FULL
QUESTIONS AND SOLUTIONS GRADED A+
• Which of the following materials may be displayed, distributed, or provided
to consumers attending an educational event?.
Answer: Agent business cards and lead cards
• Warren, an agent, is working at the UnitedHealthcare MedicareStore. Beth,
a consumer, approaches Warren and asks a question about Medicare
Prescription Drug Plans. What is the most appropriate thing Warren should
do first?.
Answer: Complete a Scope of Appointment form with Beth prior to
discussing plans.
• Which of the following does not describe a personal/individual marketing
appointment?.
Answer: It needs to be reported to UnitedHealthcare prior to advertising and
not less than 7 calendar days prior to the date of the event.
• Which of the following is NOT required when selecting a venue?.
Answer: COnvenient vending machines
• a dr is at an event. HE is asked about plan and he responds its the best hes
worked with. Has he done anything wrong?.
Answer: Yes he should remain neutral
• When must an event be reported to UHC.
Answer: not less than 7 days before event
• Which of the following food and giveaway combinations may be provided
at an educational event?.
Answer: Coffee, juice and pastries ($8/person) plus UnitedHealthcare logo
pens and notepads ($5/person)
, • Agent Rita Garcia must not do which of the following while conducting a
marketing/sales event?.
Answer: State the plan she is presenting is the best plan on the market.
• If you conduct an educational event and invite a provider or vendor to be a
part of the event, the provider/vendor must not do which of the following?.
Answer: Provide free health screenings such as blood pressure checks or
hearing tests as a marketing activity
• Which of the following best describes the purpose of event observation?.
Answer: An oversight activity where an individual evaluates an event as a
means to ensure the information provided by the agent was accurate and
compliant.
• Which of the following is not required when conducting a marketing/sales
event?.
Answer: Providing refreshments and giveaways
• Jessica just submitted a CANCEL Event Request Form to cancel an event
she is scheduled to conduct three weeks from today. The only advertising
she has done is to post a flyer at the event venue. Select the cancellation
procedure she does not need to follow..
Answer: Be at the venue at the time the event had been scheduled to start
and remain there for 30 minutes in case any consumer arrives.
• Which of the following activities conducted at a marketing/sales event is not
compliant?.
Answer: The agent displayed materials for non-health related products
• which statement at a formal marketing is non compliant?.
Answer: CMS endorses and I am a medicare specialist
• Lucy is setting up a member only educational event. She puts pens and lead
cards out. Has she done anything wrong? and what?.
Answer: must not use lead generating cards
• Jessica just submitted an ecent request form to cancel an event 3 weeks from
