2025 AHIP Final Exam (Actual Exam) | All
Questions and Correct Answers | Graded
A+ | Verified Answers | Just Released
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.
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 are mailing invitations to new Medicare beneficiaries for a marketing event.
You want an idea of how many people to expect, so you would like to request
RSVPs. What should you keep in mind? ---------CORRECT ANSWER-----------------You
may request RSVPs, but you are not permitted to require contact information.
,Your colleague works at a third-party marketing organization (TMO) and she said
she did not need to take the Medicare training for brokers and agents or pass a
test to market Medicare plans since her contract is with the TMO, not the plans
that have the products she sells. What could you say to her? ---------CORRECT
ANSWER-----------------You could tell her she is wrong, and that only agents selling
employer/union group plans are permitted an exemption from testing, but some
employer/union group plans may require testing to promote agent compliance
with CMS marketing requirements.
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.
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 marketing representatives are
not permitted to participate, in any way, in an educational event.
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.
When you market Medicare Advantage and Part D plans, what may you offer as a
gift to induce enrollment in a plan? ---------CORRECT ANSWER-----------------You
may provide gifts or prizes to all potential enrollees during an event that does not
exceed $15 in retail value.
You would like to market a MA plan at a neighborhood pharmacy. What should
you keep in mind to comply with the marketing requirements for MA plans? -------
--CORRECT ANSWER-----------------You must set up your table, make marketing
presentations, and accept enrollment applications only in common areas outside
of where the patient waits for services from the pharmacist.
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 enrollment application once the
annual open enrollment election period begins on October 15th.
Which of the following statement(s) is/are correct about a Medicare Savings
Account (MSA) Plans?
Questions and Correct Answers | Graded
A+ | Verified Answers | Just Released
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.
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 are mailing invitations to new Medicare beneficiaries for a marketing event.
You want an idea of how many people to expect, so you would like to request
RSVPs. What should you keep in mind? ---------CORRECT ANSWER-----------------You
may request RSVPs, but you are not permitted to require contact information.
,Your colleague works at a third-party marketing organization (TMO) and she said
she did not need to take the Medicare training for brokers and agents or pass a
test to market Medicare plans since her contract is with the TMO, not the plans
that have the products she sells. What could you say to her? ---------CORRECT
ANSWER-----------------You could tell her she is wrong, and that only agents selling
employer/union group plans are permitted an exemption from testing, but some
employer/union group plans may require testing to promote agent compliance
with CMS marketing requirements.
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.
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 marketing representatives are
not permitted to participate, in any way, in an educational event.
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.
When you market Medicare Advantage and Part D plans, what may you offer as a
gift to induce enrollment in a plan? ---------CORRECT ANSWER-----------------You
may provide gifts or prizes to all potential enrollees during an event that does not
exceed $15 in retail value.
You would like to market a MA plan at a neighborhood pharmacy. What should
you keep in mind to comply with the marketing requirements for MA plans? -------
--CORRECT ANSWER-----------------You must set up your table, make marketing
presentations, and accept enrollment applications only in common areas outside
of where the patient waits for services from the pharmacist.
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 enrollment application once the
annual open enrollment election period begins on October 15th.
Which of the following statement(s) is/are correct about a Medicare Savings
Account (MSA) Plans?
