Agent Harriet Walker has Inquire whether the client qualifies for
recently begun marketing a special enrollment period, and if
Medicare Advantage and not, solicit an enrollment application
related products aimed at once the annual open enrollment
meeting the needs of senior election period begins on October
citizens. Client Mildred 15th.
Jones has expressed interest
in a Medicare Advantage
plan. It is now the beginning
of September. If you were in
Agent Walker's position,
what would you do?
,Agent Jennings makes a Yes. When an event has been
presentation on Medicare advertised as "educational," discussing
advertised as an plan-specific premiums is
educational event. Agent impermissible.
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 educational?
,Alice is enrolled in a MA-PD She is likely to qualify for a SEP. She
plan. She makes a can choose an effective date of up to
permanent move across the three months after the month in which
country and wonders what the enrollment form is received by the
her options are for new plan, but the effective date may
continuing MA-PD not be earlier than the date of her
coverage. What would you permanent move.
say to her in regard to a
special enrollment period
(SEP)?
, Anita Magri will turn age 65 You are sorry to disappoint Anita, but
in August 2023. Anita intends a Medigap F plan is no longer
to enroll in Original available to those who turn age 65
Medicare Part A and Part B. after January 1, 2020. Anita might
She would also like to enroll instead consider other Medigap plans
in a Medicare Supplement that offer foreign travel benefits but
(Medigap) plan. Anita's older do not cover the Part B deductible.
neighbor Mel has told her
about the Medigap Plan F in
which he is enrolled. It not
only provides foreign travel
emergency benefits but also
covers his Medicare Part B
deductible. Anita comes to
you for advice. What should
you tell her?
recently begun marketing a special enrollment period, and if
Medicare Advantage and not, solicit an enrollment application
related products aimed at once the annual open enrollment
meeting the needs of senior election period begins on October
citizens. Client Mildred 15th.
Jones has expressed interest
in a Medicare Advantage
plan. It is now the beginning
of September. If you were in
Agent Walker's position,
what would you do?
,Agent Jennings makes a Yes. When an event has been
presentation on Medicare advertised as "educational," discussing
advertised as an plan-specific premiums is
educational event. Agent impermissible.
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 educational?
,Alice is enrolled in a MA-PD She is likely to qualify for a SEP. She
plan. She makes a can choose an effective date of up to
permanent move across the three months after the month in which
country and wonders what the enrollment form is received by the
her options are for new plan, but the effective date may
continuing MA-PD not be earlier than the date of her
coverage. What would you permanent move.
say to her in regard to a
special enrollment period
(SEP)?
, Anita Magri will turn age 65 You are sorry to disappoint Anita, but
in August 2023. Anita intends a Medigap F plan is no longer
to enroll in Original available to those who turn age 65
Medicare Part A and Part B. after January 1, 2020. Anita might
She would also like to enroll instead consider other Medigap plans
in a Medicare Supplement that offer foreign travel benefits but
(Medigap) plan. Anita's older do not cover the Part B deductible.
neighbor Mel has told her
about the Medigap Plan F in
which he is enrolled. It not
only provides foreign travel
emergency benefits but also
covers his Medicare Part B
deductible. Anita comes to
you for advice. What should
you tell her?
