Ed
AHIP STUDY GUIDE QUESTIONS
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ird
uB
Ed
Module 4
1. You are working several plans and community organizations to sponsor an educational event.
When putting together advertisements for this event, what should you do?
You must ensure that the advertisements indicate it is an educational event, otherwise it will be
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ie
considered a marketing event.
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ird
2. Plan sponsors may undertake the following marketing activities with current Medicare
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Advantage plan members?
Market non-health related items or services such as life insurance or annuities policies to
Ed
current members as permitted following HIPAA Privacy Rules.
3. ABC is a Medicare Advantage (MA) plan sponsor. It would like to use its enrollees’ information
to market non-health related products such as life insurance and annuities. Which statement
best describes ABC's obligation to its enrollees regarding marketing such products?
It must obtain a HIPAA complaint authorization from an enrollee that indicates the plan or plan
sponsor may use their information for marketing purposes.
4. You have been providing a pre-Thanksgiving meal during sales presentations in November for
many years and your clients look forward to attending this annual event. When marketing
Medicare Advantage and Part D plans, what are you permitted to do with respect to meals?
You may provide light snacks, but a Thanksgiving style meal would be prohibited, regardless of
who provides or pays for the meal.
5. Mrs. Lu is turning 65 in November and called to ask for your help deciding on a Medicare
Advantage plan. She agreed to sign a scope of appointment form and meet with you on October
15. During the appointment, what are you permitted to do?
ie
ird
12 | P a g e
ie
uB
ird
Ed
uB
Ed
AHIP STUDY GUIDE QUESTIONS
ie
ird
uB
Ed
Module 4
1. You are working several plans and community organizations to sponsor an educational event.
When putting together advertisements for this event, what should you do?
You must ensure that the advertisements indicate it is an educational event, otherwise it will be
e
ie
considered a marketing event.
di
ird
2. Plan sponsors may undertake the following marketing activities with current Medicare
uB
Advantage plan members?
Market non-health related items or services such as life insurance or annuities policies to
Ed
current members as permitted following HIPAA Privacy Rules.
3. ABC is a Medicare Advantage (MA) plan sponsor. It would like to use its enrollees’ information
to market non-health related products such as life insurance and annuities. Which statement
best describes ABC's obligation to its enrollees regarding marketing such products?
It must obtain a HIPAA complaint authorization from an enrollee that indicates the plan or plan
sponsor may use their information for marketing purposes.
4. You have been providing a pre-Thanksgiving meal during sales presentations in November for
many years and your clients look forward to attending this annual event. When marketing
Medicare Advantage and Part D plans, what are you permitted to do with respect to meals?
You may provide light snacks, but a Thanksgiving style meal would be prohibited, regardless of
who provides or pays for the meal.
5. Mrs. Lu is turning 65 in November and called to ask for your help deciding on a Medicare
Advantage plan. She agreed to sign a scope of appointment form and meet with you on October
15. During the appointment, what are you permitted to do?
ie
ird
12 | P a g e
ie
uB
ird
Ed
uB
Ed
