AHIP Module 4 100% accurate
Winthrop Brokerage wishes to place an advertisement in the local newspaper that says: "We offer
Medicare Advantage plans offered by AB Health and Top Choice Health. Contact us if you would like to
learn more." Which of the following best describes the obligation(s) of Winthrop Brokerage regarding
the 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 information about measures or ranking standards
You will be holding a sales event soon, 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
- ANSWER Gift cards or gift certificates of $15 or less that can be readily converted to cash.
You have set up an appointment for an in-home sales presentation with Mrs. Fernandez, who expressed
interest in the Medicare plans you represent. In preparation for the sales presentation, what must you
do? - ANSWER Before conducting the presentation, obtain and document having obtained her
permission to visit, along with her interest in the specific products you will present.
By contacting plans available in your area, you have learned that the plan you represent has a
significantly lower monthly premium than the others. Furthermore, you see that the plan you represent
has a unique benefits package. What should you do to make sure your clients know about these pieces
of information? - ANSWER You may make comparisons between plans if you can support them with
studies or statistical data and such comparisons are factually based and referenced.
You are meeting with Mrs. Hall in her home. On her scope of appointment form, she asked to discuss
Medicare Advantage plans. During the meeting, she asked to discuss a stand-alone prescription drug
plan. She is leaving the next day to visit her family for a week in another state, so she needs to decide
before she leaves. What must happen before that additional discussion can take place? - ANSWER Since
Mrs. Hall specifically asked that you discuss the stand-alone Part D plan, you may do so, as long as she
signs a new scope of appointment form first, indicating that she wants to discuss the Part D plan.
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 with which type of products. - ANSWER Medicare Advantage (MA) and Prescription Drug
(PDP) plans.
Winthrop Brokerage wishes to place an advertisement in the local newspaper that says: "We offer
Medicare Advantage plans offered by AB Health and Top Choice Health. Contact us if you would like to
learn more." Which of the following best describes the obligation(s) of Winthrop Brokerage regarding
the 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 information about measures or ranking standards
You will be holding a sales event soon, 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
- ANSWER Gift cards or gift certificates of $15 or less that can be readily converted to cash.
You have set up an appointment for an in-home sales presentation with Mrs. Fernandez, who expressed
interest in the Medicare plans you represent. In preparation for the sales presentation, what must you
do? - ANSWER Before conducting the presentation, obtain and document having obtained her
permission to visit, along with her interest in the specific products you will present.
By contacting plans available in your area, you have learned that the plan you represent has a
significantly lower monthly premium than the others. Furthermore, you see that the plan you represent
has a unique benefits package. What should you do to make sure your clients know about these pieces
of information? - ANSWER You may make comparisons between plans if you can support them with
studies or statistical data and such comparisons are factually based and referenced.
You are meeting with Mrs. Hall in her home. On her scope of appointment form, she asked to discuss
Medicare Advantage plans. During the meeting, she asked to discuss a stand-alone prescription drug
plan. She is leaving the next day to visit her family for a week in another state, so she needs to decide
before she leaves. What must happen before that additional discussion can take place? - ANSWER Since
Mrs. Hall specifically asked that you discuss the stand-alone Part D plan, you may do so, as long as she
signs a new scope of appointment form first, indicating that she wants to discuss the Part D plan.
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 with which type of products. - ANSWER Medicare Advantage (MA) and Prescription Drug
(PDP) plans.
