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When you market Medicare Advantage and Part D plans, what may you offer as a gift to
induce enrollment in a plan? - correct answerYou may provide gifts or prizes to all
potential enrollees during an event that does not exceed $15 in retail value.
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 answerYou 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.
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? - correct answerThe Medicare Advantage plan received a 5-star rating in
customer service and care coordination with an overall performance rating of 4 stars.
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
answerYou 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.
If you are to comply with Medicare's guidance regarding educational events, which of
the following would be acceptable activities? - correct answerYou may distribute
business cards to individuals who request information on how to contact you for further
details on the plan(s) you represent.
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 answerYou may request RSVPs, but you are not
permitted to require contact information.
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? - correct answerYou can
present only health care related lines of business but must obtain the beneficiary's