Linda Sanchez is conducting a previously agreed upon appointment with client, Maria Gomez about a
MA-Part D plan she represents. Before an enrollment form is completed, Linda needs to provide Maria
with information about ____ - answerI, II, and III only
Your client, Alexis Jones, calls you on December 4th about changing her Medicare Advantage plan during
the annual election period which ends December 7th. What should you do? - answerComplete a scope
of appointment (SOA) during the call and indicate that they will meet to discuss Medicare Advantage
plans during an appointment the following da
ABC is a Medicare Advantage (MA) plan sponsor. It would like to use its enrollees' information to market
non-health related products such as life insurance and annuities. Which statement best describes ABC's
obligation to its enrollees regarding marketing such products? - answer?It must obtain a HIPAA
compliant authorization from an enrollee that indicates the plan or plan ?sponsor may use their
information for marketing purposes.
Hector Hernandez is an independent agent. Hector sells plans on behalf of three Medicare Advantage
organizations that offer a total of 10 plans but does not represent all Medicare Advantage organizations
offering plans that are available in his area. Which of the following statements best describes any steps
Hector is required to take? - answerDuring the first minute of a sales call, Hector must use a disclaimer
that says "I do not represent every plan available in your area. I represent 3 organizations that offer 10
plans in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance
Program to get information on all your options."
Your friend's mother just moved to an assisted living facility and he asked if you could present a program
for the residents about the MA-PD plans you market. What could you tell him? - answer?
Agent Daniel Webber has properly set up a sales appointment to meet with client Edward Young at
Agent Webber's office. At the agreed upon appointment time, Mr. Young arrives with his elderly
neighbor - Clara Burton, who wants to learn about her Medicare Advantage options. What should Agent