Before a sales presentation, you're required to obtain...
Answer: Obtain Mrs. Fernandez's permission to visit and discuss specific products you'll present, and
document this permission.
Which types of insurance products can you present during a Medicare Advantage and Part D marketing
appointment?
Answer: You can present only healthcare-related lines of business, but only after obtaining the
beneficiary's permission and documenting it.
What is an acceptable activity for complying with Medicare's guidance on educational events?
Answer: Distributing business cards to individuals who request information on how to contact you for
further details on the plans you represent.
Can you discuss a stand-alone prescription drug plan during a meeting with Mrs. Hall?
Answer: Yes, but only after she signs a new scope of appointment form indicating her interest in
discussing the Part D plan.
What must you do before presenting at a senior center with a drawing?
Answer: Clearly state that no obligation exists to enroll if a gift or prize is being offered.
What is Winthrop Brokerage's obligation regarding an advertisement?
Answer: Winthrop Brokerage does not need to submit the advertisement to CMS for prior approval
because it does not include information about the plans' benefits structures, cost-sharing, or measures
or ranking standards.