AHIP 2025 MOD. 4| ALL QUESTIONS & 100% CORRECT
VERIFIED ANSWERS
1. When you market Medicare Advantage and Part D plans, what may you offer
as a gift to induce enrollment in a plan? ANS >> You may provide gifts or prizes
to all potential enrollees during an event that does not exceed $15 in retail value.
2. 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? ANS >>
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.
3. 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.
4. 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? ANS >> 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.
5. If you are to comply with Medicare's guidance regarding educational events,
which of the following would be acceptable activities? ANS >> You may
https://www.stuvia.com/user/Mboffin 1/6
, distribute business cards to individuals who request information on how to contact
you for further details on the plan(s) you represent.
6. 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? ANS >> You may request
RSVPs, but you are not permitted to require contact information.
7. 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.
8. You plan to participate in an educational event sponsored by a large re-
gional 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
https://www.stuvia.com/user/Mboffin 2/6
VERIFIED ANSWERS
1. When you market Medicare Advantage and Part D plans, what may you offer
as a gift to induce enrollment in a plan? ANS >> You may provide gifts or prizes
to all potential enrollees during an event that does not exceed $15 in retail value.
2. 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? ANS >>
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.
3. 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.
4. 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? ANS >> 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.
5. If you are to comply with Medicare's guidance regarding educational events,
which of the following would be acceptable activities? ANS >> You may
https://www.stuvia.com/user/Mboffin 1/6
, distribute business cards to individuals who request information on how to contact
you for further details on the plan(s) you represent.
6. 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? ANS >> You may request
RSVPs, but you are not permitted to require contact information.
7. 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.
8. You plan to participate in an educational event sponsored by a large re-
gional 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
https://www.stuvia.com/user/Mboffin 2/6
