Ahip 2025 module 4
Agent Jennings makes a presentation on Medicare advertised as an educational event. Agent
Jennings distributes materials that are solely educational. However, she gives a brief
presentation that mentions plan-specific premiums. Is this a prohibited activity at an event that
has been advertised as educational? - ANS Yes. Whether or not an event has been advertised
as "educational" or a "sales presentation," discussing plan-specific information is impermissible.
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? - ANS 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.
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? - ANS The Medicare
Advantage plan received a 5-star rating in customer service and care coordination with an
overall performance rating of 4 stars.
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? - ANS 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.
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 appointments? - ANS 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.
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? - ANS Inquire whether the client qualifies for a special enrollment
Agent Jennings makes a presentation on Medicare advertised as an educational event. Agent
Jennings distributes materials that are solely educational. However, she gives a brief
presentation that mentions plan-specific premiums. Is this a prohibited activity at an event that
has been advertised as educational? - ANS Yes. Whether or not an event has been advertised
as "educational" or a "sales presentation," discussing plan-specific information is impermissible.
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? - ANS 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.
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? - ANS The Medicare
Advantage plan received a 5-star rating in customer service and care coordination with an
overall performance rating of 4 stars.
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? - ANS 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.
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 appointments? - ANS 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.
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? - ANS Inquire whether the client qualifies for a special enrollment
