AHIP 2025 MODULE 4 FINAL EXAM REVIEW
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? - answers✔✔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.
When you market Medicare Advantage and Part D plans, what may you offer as a gift to induce
enrollment in a plan? - answers✔✔You may provide gifts or prizes to all potential enrollees
during an event that does not exceed $15 in retail value.
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? - answers✔✔You may request RSVPs, but you are not permitted to require contact
information.
A Medicare beneficiary has walked into your office and requested that you sit down with her
and discuss her options under the Medicare Advantage program. Before engaging in such a
discussion, what should you do? - answers✔✔You must have her sign a scope of appointment
form, indicating which products she wishes to discuss. You may then proceed with the
discussion.
If you are to comply with Medicare's guidance regarding educational events, which of the
following would be acceptable activities? - answers✔✔.
You may distribute business cards to individuals who request information on how to contact you
for further details on the plan(s) you represent.
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? - answers✔✔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.
When you market Medicare Advantage and Part D plans, what may you offer as a gift to induce
enrollment in a plan? - answers✔✔You may provide gifts or prizes to all potential enrollees
during an event that does not exceed $15 in retail value.
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? - answers✔✔You may request RSVPs, but you are not permitted to require contact
information.
A Medicare beneficiary has walked into your office and requested that you sit down with her
and discuss her options under the Medicare Advantage program. Before engaging in such a
discussion, what should you do? - answers✔✔You must have her sign a scope of appointment
form, indicating which products she wishes to discuss. You may then proceed with the
discussion.
If you are to comply with Medicare's guidance regarding educational events, which of the
following would be acceptable activities? - answers✔✔.
You may distribute business cards to individuals who request information on how to contact you
for further details on the plan(s) you represent.
