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
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 - Correct 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? - Correct 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? - Correct 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? - Correct 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. - Correct Answer
Medicare Advantage (MA) and Prescription Drug (PDP) plans.
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.
Agent Harriet Walker has recently begun marketing Medicare Advantage and related
products aimed at meeting the needs of senior citizens. Client Mildred Jones has
expressed interest in a Medicare Advantage plan. It is now the beginning of September.
If you were in Agent Walker's position, what would you do? - Correct Answer Inquire
whether the client qualifies for a special enrollment period, and if not, solicit an