Aetna Individual Core Certification Questions and Answers Updated 2026/2027 Version | Verified Answers

Aetna Individual Core Certification Questions and Answers Updated 2026/2027 Version | Verified Answers 1. When obtaining a Scope of Appointment, you may NOT: A) Discuss plan options not agreed to by the beneficiary B) Ask for referrals C) Market non-health care products such as annuities or life insurance D) All of the above - ANSWER D) All of the above 2. The Permission-to-Contact form is used by Aetna sales representatives and external agents to contact beneficiaries, and must be completed prior to conducting an outbound call to a Medicare prospect. True or False - ANSWER True 3. The Permission-to-Contact form is required when a prospect calls in to RSVP for a meeting. True or False - ANSWER False 4. You may not contact your own clients by telephone and plans may not contact current members by telephone at any time to discuss plan business. True or False - ANSWER False 5. Producers may only use the CMS and Aetna-approved marketing materials that have been created by our marketing team, approved by us and filed with CMS by us when discussing Aetna or Coventry Individual Medicare plans. True or False - ANSWER True 6. Every time you meet with beneficiaries to discuss MA/MAPD products use appropriate CMS-approved consumer sales presentations from beginning to end, read the presentation notes or talking points; and when you use the MA/MAPD sales video it should be used in conjunction with the approved sales presentation. True or False - ANSWER True 7. To order enrollment kits for Aetna Medicare products, you access Aetna branded kits through a single point of entry, and use you NPN to log in. True or False - ANSWER True 8. Annual Election Period is from: A) Oct 1 - Dec 7 B) Oct 15 - Dec 15 C) Oct 15 - Dec 7 D) Oct 1 - Dec 15 - ANSWER C) Oct 15 - Dec 7 9. A signed Medicare enrollment must reach us within two calendar days of when you receive it from the beneficiary. True or False - ANSWER True 10. Aetna Medicare plan applications can be submitted by mail, e-mail, over the phone or through the online Ascend virtual sales office app. True or False - ANSWER True 11. It's not necessary to verify that the consumer has Medicare Parts A and B at the time of enrollment True or False - ANSWER False 12. You are prohibited from soliciting referral clients through cold calling, door to-door visits or other actions prohibited under state or federal law. True or False - ANSWER True 13. Following enrollment, the client will hear from us within about 14 days of their acceptance into the plan. True or False - ANSWER True 14. You must direct all requests to cancel, withdraw, or terminate enrollment applications to the same location where the application was originally sent or call the Member Services number on the member ID card. True or False - ANSWER True 15. What reports are available on Aetna's Producer World? A) Your Medicare book of business B) Month/YTD/Prior year commission report C) Licensing reports D) A and B E) All of the above - ANSWER E) All of the above 16. A prohibited marketing event is: A) Conducting health screenings that give the impression of "cherry picking" B) Requiring beneficiaries to provide contact information as a prerequisite for attending an event C) Asking a beneficiary for a referral D) Using superlative language such as "the best", "one of the best" or "rated number 1" unless substantiated by data provided by CMS E) Claiming you are recommended or endorsed by CMS F) All of the above - ANSWER F) All of the above 17. How long are you required to maintain Scope of Appointment documentation? A) 2 years B) 5 years C) 10 years D) Forever - ANSWER C) 10 years 18. If a beneficiary requests to discuss other products not originally documented on the SOA, you must document a second SOA for the additional product type, and then the appointment may continue. True or False - ANSWER True 19. You will need to successfully complete which requirements to have "ready to-sell" status with Aetna Medicare? A) The Aetna Individual Medicare certification process for the products you intend to sell B) Have an active contract through the Medicare Producer Contracting site C) Be licensed and appointed in accordance with state law in states where you intend to sell D) Pass a background investigation E) All of the above - ANSWER E) All of the above