2022 Ethics and Compliance Test UH

Agent John is planning to conduct a series of events. Some will be strictly educational, others will be formal presentations of specific UnitedHealthcare plans, and others will be informal marketing events where he can generate leads and schedule future in-home marketing appointments. Of the three types of events John plans to conduct, which need to be reported to UnitedHealthcare? - ANSWER Only the marketing/sales events, both formal and informal. Whose email address may the agent enter into the LEAN enrollment application? - ANSWER Only the consumer's email (or leave it blank). Annual Election Period (AEP) is a time when: - ANSWER Consumers can elect to join a Medicare Advantage Plan or switch to a different plan. Which of the following materials is an agent NOT permitted to display and/or distribute at a marketing/sales event? - ANSWER 5-dollar gift cards to an in-network pharmacy. Rina, a consumer, has requested an appointment with Connor, an agent, to discuss DSNPs. Prior to the appointment Rina completed a Scope of Appointment (SOA) form. On the day of the appointment, Rina brings her friend Shelley, who is Medicare-eligible, to the meeting. Shelley also wants to talk about DSNPs. What should Connor do when he sees both Rina and Shelley at the appointment? - ANSWER Ask Shelley to complete an SOA before the start of the meeting. Which describes the purpose of educational events? - ANSWER Educational events provide objective information about the Medicare program and/or health improvement and wellness. Which of the following describes Permission to Contact guidelines? - ANSWER It is method specific (e.g., telephone, email), short term (i.e., expires when contact is made), and event specific (i.e., limited to the products identified). Agent Ralph wants to market Medicare Advantage Plans in his neighborhood - an area that consists of single-family houses, an assisted living facility, a church, and public