Page |1
AHIP MEDICARE MODULE 7 PRACTICE EXAM Marketing, Enrollment, Compliance, and Fraud,
Waste & Abuse 50 SURE Questions | Answers & Rationales
1. Which of the following is a definition of a “marketing event”
under CMS rules?
A. An event designed to provide objective information about
Medicare programs
B. An event where a plan or agent steers or attempts to steer
attendees to a specific plan or plans
C. An event that only provides education without mentioning
plans
D. An event held only in a hospital
Answer: B
Rationale: Marketing events are designed to steer or attempt to
steer attendees toward a particular plan or plans. Educational
events are different and must be objective.
2. Which of the following is TRUE about educational events?
A. They may include discussion of specific plan benefits and
premiums
B. They must provide objective information and cannot market
specific plans
C. They are the same as marketing events
D. They require a scope of appointment
, Page |2
Answer: B
Rationale: Educational events must be objective and cannot be
used to market specific plans.
3. A Scope of Appointment (SOA) must be obtained before:
A. Holding an educational event
B. Discussing plan-specific details during a one-on-one
marketing appointment
C. Answering questions at a health fair
D. Sending general Medicare educational materials
Answer: B
Rationale: A Scope of Appointment is required before one-on-
one plan-specific marketing discussions.
4. The Scope of Appointment documents:
A. Only the beneficiary’s name
B. The specific products or topics the beneficiary agrees to
discuss
C. The agent’s commission amount
D. The beneficiary’s health conditions
Answer: B
Rationale: The SOA identifies the specific topics/products the
beneficiary has agreed to discuss.
, Page |3
5. Which of the following is a permitted method to obtain a
Scope of Appointment?
A. Unsolicited door-to-door visits
B. A signed paper form, telephonic recording, or electronic
signature
C. A verbal agreement without documentation
D. A text message without consent
Answer: B
Rationale: SOA may be obtained through signed paper,
recorded telephone, or electronic means with consent.
6. A Medicare beneficiary attends an educational event. The
agent may:
A. Schedule a follow-up marketing appointment after obtaining
consent
B. Enroll the beneficiary immediately without consent
C. Discuss plan-specific benefits at the event
D. Collect the beneficiary’s Social Security number
Answer: A
Rationale: After an educational event, an agent may schedule a
marketing appointment with consent; marketing cannot occur
during the event.
AHIP MEDICARE MODULE 7 PRACTICE EXAM Marketing, Enrollment, Compliance, and Fraud,
Waste & Abuse 50 SURE Questions | Answers & Rationales
1. Which of the following is a definition of a “marketing event”
under CMS rules?
A. An event designed to provide objective information about
Medicare programs
B. An event where a plan or agent steers or attempts to steer
attendees to a specific plan or plans
C. An event that only provides education without mentioning
plans
D. An event held only in a hospital
Answer: B
Rationale: Marketing events are designed to steer or attempt to
steer attendees toward a particular plan or plans. Educational
events are different and must be objective.
2. Which of the following is TRUE about educational events?
A. They may include discussion of specific plan benefits and
premiums
B. They must provide objective information and cannot market
specific plans
C. They are the same as marketing events
D. They require a scope of appointment
, Page |2
Answer: B
Rationale: Educational events must be objective and cannot be
used to market specific plans.
3. A Scope of Appointment (SOA) must be obtained before:
A. Holding an educational event
B. Discussing plan-specific details during a one-on-one
marketing appointment
C. Answering questions at a health fair
D. Sending general Medicare educational materials
Answer: B
Rationale: A Scope of Appointment is required before one-on-
one plan-specific marketing discussions.
4. The Scope of Appointment documents:
A. Only the beneficiary’s name
B. The specific products or topics the beneficiary agrees to
discuss
C. The agent’s commission amount
D. The beneficiary’s health conditions
Answer: B
Rationale: The SOA identifies the specific topics/products the
beneficiary has agreed to discuss.
, Page |3
5. Which of the following is a permitted method to obtain a
Scope of Appointment?
A. Unsolicited door-to-door visits
B. A signed paper form, telephonic recording, or electronic
signature
C. A verbal agreement without documentation
D. A text message without consent
Answer: B
Rationale: SOA may be obtained through signed paper,
recorded telephone, or electronic means with consent.
6. A Medicare beneficiary attends an educational event. The
agent may:
A. Schedule a follow-up marketing appointment after obtaining
consent
B. Enroll the beneficiary immediately without consent
C. Discuss plan-specific benefits at the event
D. Collect the beneficiary’s Social Security number
Answer: A
Rationale: After an educational event, an agent may schedule a
marketing appointment with consent; marketing cannot occur
during the event.
