AHIP - 4
A Medicare beneficiary has walked into your office and requested that you sit down with her and
discuss her options under the Medicare Advantage program. Before engaging in such a
discussion, what should you do?
You must have her sign a scope of appointment form, indicating which products she wishes to
discuss. You may then proceed with the discussion.
3 multiple choice options
You will be holding a sales event in the near future, at which you would like to offer door prizes
to attendees. Under guidelines from the Medicare agency, what types of gifts or prizes would not
be allowed in this situation?
Gift cards or gift certificates of $15 or less that can be readily converted to cash.
3 multiple choice options
During a sales presentation, your client asks you whether the Medicare agency recommends
that she sign up for your plan or stay in Original Medicare. What should you tell her?
Tell her that the Medicare agency does not endorse or recommend any plan.
3 multiple choice options
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. To do so it must
obtain authorization from the enrollees. Which statement best describes the authorization
process?
Authorization may be obtained by directing a beneficiary to a website to provide consent as long
as the website includes a mechanism for an electronic signature that is valid under applicable
law.
3 multiple choice options
Agent Martinez wishes to solicit Medicare Advantage prospects through e-mail and asks you for
advice as to whether this is possible. What should you tell her?
Marketing representatives may initiate electronic contact through e-mail but an opt-out process
must be provided.
3 multiple choice options
, Miguel Sanchez is a relatively new agent who has come to you for advice as to what he can do
during the Medicare Advantage Open Enrollment Period (MA-OEP). What advice should you
give Miguel?
During the MA-OEP, Miguel can have one-on-one meetings with beneficiaries who have
requested such meetings.
3 multiple choice options
Mrs. Lu is turning 65 in November and called to ask for your help deciding on a Medicare
Advantage plan. She agreed to sign a scope of appointment form and meet with you on October
15. During the appointment, what are you permitted to do?
You may provide her with the required enrollment materials and take her completed enrollment
application.
3 multiple choice options
You are working several plans and community organizations to sponsor an educational event.
When putting together advertisements for this event, what should you do?
You must ensure that the advertisements indicate it is an educational event, otherwise it will be
considered a marketing event.
3 multiple choice options
Mr. Prentice has many clients who are Medicare beneficiaries. He should review the Centers for
Medicare & Medicaid Services' (CMS) Communication and Marketing Guidelines to ensure he is
compliant for which type of products?
Medicare Advantage (MA) and Prescription Drug (PDP) plans.
3 multiple choice options
You have been providing a pre-Thanksgiving meal during sales presentations in November for
many years and your clients look forward to attending this annual event. When marketing
Medicare Advantage and Part D plans, what are you permitted to do with respect to meals?
You may provide light snacks, but a Thanksgiving style meal would be prohibited, regardless of
who provides or pays for the meal.
3 multiple choice options
You work for a company that has marketed Medigap products for many years. The company
has added Medicare Advantage and Part D plans and you will begin marketing those plans this
fall. You are planning what materials to use to easily show the differences in benefits, premiums
and cost sharing for each of the products. What do you need to do with your materials before
using them for marketing purposes?
A Medicare beneficiary has walked into your office and requested that you sit down with her and
discuss her options under the Medicare Advantage program. Before engaging in such a
discussion, what should you do?
You must have her sign a scope of appointment form, indicating which products she wishes to
discuss. You may then proceed with the discussion.
3 multiple choice options
You will be holding a sales event in the near future, at which you would like to offer door prizes
to attendees. Under guidelines from the Medicare agency, what types of gifts or prizes would not
be allowed in this situation?
Gift cards or gift certificates of $15 or less that can be readily converted to cash.
3 multiple choice options
During a sales presentation, your client asks you whether the Medicare agency recommends
that she sign up for your plan or stay in Original Medicare. What should you tell her?
Tell her that the Medicare agency does not endorse or recommend any plan.
3 multiple choice options
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. To do so it must
obtain authorization from the enrollees. Which statement best describes the authorization
process?
Authorization may be obtained by directing a beneficiary to a website to provide consent as long
as the website includes a mechanism for an electronic signature that is valid under applicable
law.
3 multiple choice options
Agent Martinez wishes to solicit Medicare Advantage prospects through e-mail and asks you for
advice as to whether this is possible. What should you tell her?
Marketing representatives may initiate electronic contact through e-mail but an opt-out process
must be provided.
3 multiple choice options
, Miguel Sanchez is a relatively new agent who has come to you for advice as to what he can do
during the Medicare Advantage Open Enrollment Period (MA-OEP). What advice should you
give Miguel?
During the MA-OEP, Miguel can have one-on-one meetings with beneficiaries who have
requested such meetings.
3 multiple choice options
Mrs. Lu is turning 65 in November and called to ask for your help deciding on a Medicare
Advantage plan. She agreed to sign a scope of appointment form and meet with you on October
15. During the appointment, what are you permitted to do?
You may provide her with the required enrollment materials and take her completed enrollment
application.
3 multiple choice options
You are working several plans and community organizations to sponsor an educational event.
When putting together advertisements for this event, what should you do?
You must ensure that the advertisements indicate it is an educational event, otherwise it will be
considered a marketing event.
3 multiple choice options
Mr. Prentice has many clients who are Medicare beneficiaries. He should review the Centers for
Medicare & Medicaid Services' (CMS) Communication and Marketing Guidelines to ensure he is
compliant for which type of products?
Medicare Advantage (MA) and Prescription Drug (PDP) plans.
3 multiple choice options
You have been providing a pre-Thanksgiving meal during sales presentations in November for
many years and your clients look forward to attending this annual event. When marketing
Medicare Advantage and Part D plans, what are you permitted to do with respect to meals?
You may provide light snacks, but a Thanksgiving style meal would be prohibited, regardless of
who provides or pays for the meal.
3 multiple choice options
You work for a company that has marketed Medigap products for many years. The company
has added Medicare Advantage and Part D plans and you will begin marketing those plans this
fall. You are planning what materials to use to easily show the differences in benefits, premiums
and cost sharing for each of the products. What do you need to do with your materials before
using them for marketing purposes?
