|ACTUAL QUESTIONS AND VERIFIED ANSWERS |LATEST
2026/2027 UPDATE|GRADED A+
Question 1
Consumer John provides his cell phone number on agent Mark's Permission to Contact
(PTC) mechanism and indicates he wants to be called as a means of contact. What does
that mean?
CORRECT ANSWER
1.Agent Mark may only call John, not text him.
2. Agent Mark may only speak to John, the person who provided the PTC.
Question 2
Agent Charlie receives a Business Reply Card from consumer Rebecca. Rebecca has
provided her email address only and wants information about standalone Prescription
Drug Plans. What can Charlie do?
CORRECT ANSWER
Charlie may only email Rebecca marketing material related to Prescription Drug Plans.
Question 3
From the list below, select the items that should be confirmed or obtained when
conducting a thorough needs assessment. (select all that apply)
CORRECT ANSWER
1. Eligibility
2. Current coverage
3. Current providers
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@THE STUDY VAULT
,4. Current prescription medications
5. Daily living needs such as transportation, fitness, travel
6. Other wish list items such as network restrictions, premium amounts, national network
needs
Question 4
Match the election period to the correct definition.
CORRECT ANSWER
1. MA-OEP: Consumers can switch or disenroll from their MA Plan & obtain Original
Medicare
2. IEP: Newly eligible consumers can enroll 3 months prior, month of, & 3 months after
turning 65
3. AEP: Annual period when any Medicare consumer can enroll in or disenroll from an MA
or PDP
4. SEP: Opportunity to change plans for specific scenarios such as newly dual-eligible
(Medicare and Medicaid) or new chronic condition
5. 5-star: One-time opportunity to enroll in a plan with a 5 star rating (if available)
Question 5
What should you do if the consumer is interested in an MA Plan that has a 2-star rating?
CORRECT ANSWER
You should inform the consumer that the plan has received a "below average" rating.
Question 6
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, A member can voluntarily disenroll from an MA Plan or PDP or they can be involuntarily
disenrolled by the plan. Select the reasons below for involuntary disenrollment. (select all
that apply)
CORRECT ANSWER
1. Member moves out of the plan's service area
2. Member loses entitlement to either Part A or Part B
Question 7
Can you identify these terms associated with enrollment and disenrollment basics? Read
each statement and then drag the matching term to the statement.
CORRECT ANSWER
1. Appeal: Action members take if they disagree with coverage or payment decision
2. Summary of benefits: Detailed summary of plan's benefits, cost sharing and special
features
3. Required involuntary disenrollment: Happens when member loses Part A or B
entitlement
4. Statement of understanding: Required to be read and acknowledged by the consumer at
the enrollment
5. Star Rating: Medicare's measure of a plan's quality and performance
Question 8
Jared is planning a formal marketing/sales event for October 24. While it is strongly
recommended that Jared reports his event at least 14 calendar days in advance, what is
the last date the Event Request Form can be submitted to UnitedHealthcare?
CORRECT ANSWER
October 17
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@THE STUDY VAULT
2026/2027 UPDATE|GRADED A+
Question 1
Consumer John provides his cell phone number on agent Mark's Permission to Contact
(PTC) mechanism and indicates he wants to be called as a means of contact. What does
that mean?
CORRECT ANSWER
1.Agent Mark may only call John, not text him.
2. Agent Mark may only speak to John, the person who provided the PTC.
Question 2
Agent Charlie receives a Business Reply Card from consumer Rebecca. Rebecca has
provided her email address only and wants information about standalone Prescription
Drug Plans. What can Charlie do?
CORRECT ANSWER
Charlie may only email Rebecca marketing material related to Prescription Drug Plans.
Question 3
From the list below, select the items that should be confirmed or obtained when
conducting a thorough needs assessment. (select all that apply)
CORRECT ANSWER
1. Eligibility
2. Current coverage
3. Current providers
1
@THE STUDY VAULT
,4. Current prescription medications
5. Daily living needs such as transportation, fitness, travel
6. Other wish list items such as network restrictions, premium amounts, national network
needs
Question 4
Match the election period to the correct definition.
CORRECT ANSWER
1. MA-OEP: Consumers can switch or disenroll from their MA Plan & obtain Original
Medicare
2. IEP: Newly eligible consumers can enroll 3 months prior, month of, & 3 months after
turning 65
3. AEP: Annual period when any Medicare consumer can enroll in or disenroll from an MA
or PDP
4. SEP: Opportunity to change plans for specific scenarios such as newly dual-eligible
(Medicare and Medicaid) or new chronic condition
5. 5-star: One-time opportunity to enroll in a plan with a 5 star rating (if available)
Question 5
What should you do if the consumer is interested in an MA Plan that has a 2-star rating?
CORRECT ANSWER
You should inform the consumer that the plan has received a "below average" rating.
Question 6
2
@THE STUDY VAULT
, A member can voluntarily disenroll from an MA Plan or PDP or they can be involuntarily
disenrolled by the plan. Select the reasons below for involuntary disenrollment. (select all
that apply)
CORRECT ANSWER
1. Member moves out of the plan's service area
2. Member loses entitlement to either Part A or Part B
Question 7
Can you identify these terms associated with enrollment and disenrollment basics? Read
each statement and then drag the matching term to the statement.
CORRECT ANSWER
1. Appeal: Action members take if they disagree with coverage or payment decision
2. Summary of benefits: Detailed summary of plan's benefits, cost sharing and special
features
3. Required involuntary disenrollment: Happens when member loses Part A or B
entitlement
4. Statement of understanding: Required to be read and acknowledged by the consumer at
the enrollment
5. Star Rating: Medicare's measure of a plan's quality and performance
Question 8
Jared is planning a formal marketing/sales event for October 24. While it is strongly
recommended that Jared reports his event at least 14 calendar days in advance, what is
the last date the Event Request Form can be submitted to UnitedHealthcare?
CORRECT ANSWER
October 17
3
@THE STUDY VAULT
