This year you have decided to focus your efforts on marketing to employer group plans.
One employer provides you with a list of their retirees and asks you to contact them to
explain the characteristics of the plan they have selected. What should you do? -
Correct Answer You may go ahead and call them.
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? - Correct 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.
BestCare Health Plan has received a request from a state insurance department in
connection with the investigation of several marketing representatives licensed by the
state who sell Medicare Advantage plans. What action(s) should BestCare take in
response? - Correct Answer Cooperate with the state and supply requested information.
During a sales presentation to Ms. Daley for a Medicare Advantage plan that has a 5-
star rating in customer service and care coordination, and received an overall plan
performance rating of a 4-star, which of the following would be the best statement to say
to her? - Correct Answer The Medicare Advantage plan received a 5-star rating in
customer service and care coordination with an overall performance rating of 4-stars.
You market many different types of insurance and ordinarily you spend time each
evening calling potential clients. To comply with requirements for marketing Medicare
Advantage and Part D plans, what must you do about contacting potential clients to
market those plans? - Correct Answer You will have to avoid calling any potential client
unless he or she initiates contact with you and specifically asks that you give him or her
a call.
While making an appointment to discuss Medicare Advantage (MA) and Part D plans
with a potential enrollee, you are asked to describe other types of insurance products
that your client might wish to purchase. What additional types of insurance can you
present during the MA and Part D marketing appointment? - Correct Answer You can
present only health care related lines of business but must obtain the beneficiary's
permission to do so before the presentation occurs and document that you have
obtained that permission.
If you are to comply with Medicare's guidance regarding educational events, which of
the following would be acceptable activities? - Correct Answer You may distribute
business cards to individuals who request information on how to contact you for further
details on the plan(s) you represent.
You plan to participate in an educational event sponsored by a large regional health
care system. One of your colleagues suggests that you do a presentation on one of the
Medicare Health plans you market and modify it to include information about preventive
screening tests showcased at the event. How should you respond to your colleague's
suggestion? - Correct Answer You should tell your colleague no, because participation
in an educational event may not include a sales presentation.