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2024 AHIP Module 4 Guaranteed Success

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2024 AHIP Module 4 Guaranteed Success Marketing Non-Health Related Products to Enrollees Correct answer: A plan sponsor must obtain HIPAA authorization from an enrollee before using or disclosing the enrollee's information to market non-health related items such as life insurance. Conducting an Educational Seminar and Marketing Meeting Correct answer: Sal should not conduct the education seminar and marketing meeting on the same day, but rather schedule them at least 12 hours apart to avoid potential marketing violations. Penalties for Agent Misconduct Correct answer: The plan may impose penalties on an agent who engages in verified misconduct, which could include withholding commissions, requiring retraining, reporting misconduct to a state department of insurance, or terminating the contract. Presenting a Program at an Assisted Living Facility Correct answer: You should appreciate the opportunity and schedule an appointment with anyone at their request to discuss MA-PD plans. Changing Medicare Advantage Plans Correct answer: You should complete a scope of appointment during the call and indicate that you will meet to discuss Medicare Advantage plans during an appointment the following day. Social Media Marketing Correct answer: As soon as CMS approves Best Care's social media posts, Agent Meadows can post a tweet stating that Best Care offers an array of Medicare Advantage benefit packages and invite prospects to call her for more information. Scope of Appointment and Enrollment Correct answer: You may provide Mrs. Lu with enrollment materials and take her completed enrollment application during the appointment. Providing Meals During Sales Presentations Correct answer: You are permitted to provide light snacks, but a Thanksgiving-style meal would be prohibited, regardless of who provides or pays for the meal. Email Marketing Correct answer: Marketing representatives may initiate electronic contact through email, but an opt-out process must be provided. Addressing Hospital Administrator Concerns Correct answer: You should explain that Medicare guidelines allow marketing activities in common areas of health care facilities. Hospital Marketing Request Correct answer: You should assure the hospital administrator that marketing in health care facilities is an acceptable practice as long as it takes place in common areas where patients are not receiving health care services. Educational Session at Senior Citizens Center

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2024 AHIP Module 4 Guaranteed Success
Marketing Non-Health Related Products to Enrollees



Correct answer: A plan sponsor must obtain HIPAA authorization from an enrollee before using or
disclosing the enrollee's information to market non-health related items such as life insurance.



Conducting an Educational Seminar and Marketing Meeting



Correct answer: Sal should not conduct the education seminar and marketing meeting on the same day,
but rather schedule them at least 12 hours apart to avoid potential marketing violations.



Penalties for Agent Misconduct



Correct answer: The plan may impose penalties on an agent who engages in verified misconduct, which
could include withholding commissions, requiring retraining, reporting misconduct to a state
department of insurance, or terminating the contract.



Presenting a Program at an Assisted Living Facility



Correct answer: You should appreciate the opportunity and schedule an appointment with anyone at
their request to discuss MA-PD plans.



Changing Medicare Advantage Plans



Correct answer: You should complete a scope of appointment during the call and indicate that you will
meet to discuss Medicare Advantage plans during an appointment the following day.



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