Actual Questions and Verified Answers
With 20 Questions and Answers
1. Agent Jennings makes a presentation on Medicare advertised as an
educa- tional 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 education- al Ans>> Yes. Whether or not an event has been
advertised as "educational" or a "sales presentation," discussing plan-specific
information is impermissible.
2. 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,
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, indicating that she wants to discuss the Part D plan.
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