1. On October 20, Aries decides talks with an agent to switch his PDP that he
had since January 1 to a Medicare Advantage plan. What election period will
Aries need to use(if eligible) to get a November 1 effective date?: He may be
able to use a Special Election Period to change plans if he qualifies for one.
2. Mrs. Violet asks agent Bob where she can find the Star Rating for the plan
he has been presenting. Which statement is correct?: The plan's Star Rating is
available on Medicare.gov, the Plan's website, or in plan specific material, such as
the Enrollment Guide.
3. In which of the following situations can telephonic contact be made with a
Medicare eligible consumer?: When the consumer consented to be contacted for
sales activities and the permission has not yet expired.
4. Which of the following are examples of what an agent must review with a
consumer prior to completing an enrollment application?: The plan's network
characteristics and how using out-of-network providers may impact coverage and
costs, covered benefits and limitations, and plan related costs such as monthly
premium and copayments/coinsurance for services received.
5. When completing an enrollment application in JarvisEnroll, why is an agent
prohibited from entering their own email address in a field available for the
consumer's email address?: The consumer/member would not receive plan relat-
ed correspondence intended for them.
6. By agreeing to the Statement of Understanding, the consumer:: Acknowl-
edges that they clearly understand they are enrolling in a plan, combined with
knowing the specific plan in which they are enrolling.
7. When must the Scope of Appointment be obtained from the consumer for an
in-person or telephonic sales presentation(unless an exception applies?): No
less than 48 hours before the marketing appointment
8. To complete an Enrollment Application on behalf of a consumer, what
authority must the individual have?: The individual must be legally authorized
under applicable law in the state in which the consumer resides to act on behalf of
the consumer.
1 NN/
7
, 9. Which of the following options will enable a consumer to obtain prescription
drug coverage?: Enroll in a PFFS MA-Only plan and a stand-alone PDP
Enroll in any MA-PD plan
10. What might happen if you rely on a benefit or plan feature a consumer
mentions they saw or heard in an ad?: I might be tempted to skip doing a thorough
needs assessment and/or be biased only toward plans with that benefit.
11. Aries is currently a member of a stand-alone PDP. Aries would like to have
additional medical coverage. A thorough needs analysis indicates a Medicare
Advantage Plan would be a good fit, there are plans available in his area, and
2 NN/
7
had since January 1 to a Medicare Advantage plan. What election period will
Aries need to use(if eligible) to get a November 1 effective date?: He may be
able to use a Special Election Period to change plans if he qualifies for one.
2. Mrs. Violet asks agent Bob where she can find the Star Rating for the plan
he has been presenting. Which statement is correct?: The plan's Star Rating is
available on Medicare.gov, the Plan's website, or in plan specific material, such as
the Enrollment Guide.
3. In which of the following situations can telephonic contact be made with a
Medicare eligible consumer?: When the consumer consented to be contacted for
sales activities and the permission has not yet expired.
4. Which of the following are examples of what an agent must review with a
consumer prior to completing an enrollment application?: The plan's network
characteristics and how using out-of-network providers may impact coverage and
costs, covered benefits and limitations, and plan related costs such as monthly
premium and copayments/coinsurance for services received.
5. When completing an enrollment application in JarvisEnroll, why is an agent
prohibited from entering their own email address in a field available for the
consumer's email address?: The consumer/member would not receive plan relat-
ed correspondence intended for them.
6. By agreeing to the Statement of Understanding, the consumer:: Acknowl-
edges that they clearly understand they are enrolling in a plan, combined with
knowing the specific plan in which they are enrolling.
7. When must the Scope of Appointment be obtained from the consumer for an
in-person or telephonic sales presentation(unless an exception applies?): No
less than 48 hours before the marketing appointment
8. To complete an Enrollment Application on behalf of a consumer, what
authority must the individual have?: The individual must be legally authorized
under applicable law in the state in which the consumer resides to act on behalf of
the consumer.
1 NN/
7
, 9. Which of the following options will enable a consumer to obtain prescription
drug coverage?: Enroll in a PFFS MA-Only plan and a stand-alone PDP
Enroll in any MA-PD plan
10. What might happen if you rely on a benefit or plan feature a consumer
mentions they saw or heard in an ad?: I might be tempted to skip doing a thorough
needs assessment and/or be biased only toward plans with that benefit.
11. Aries is currently a member of a stand-alone PDP. Aries would like to have
additional medical coverage. A thorough needs analysis indicates a Medicare
Advantage Plan would be a good fit, there are plans available in his area, and
2 NN/
7
