AHIP 2025/2026 MODULE 4 WITH
CORRECT SOLUTIONS
Agent Jennings makes a presentation on Medicare advertised as an educational 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 educational? - ANSWER-Yes. Whether or not an
event has been advertised as "educational" or a "sales presentation," discussing plan-
specific information is impermissible.
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? - ANSWER-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, indicating that she wants to discuss
the Part D plan.
During a sales presentation to Ms. Daley for a Medicare Advantage plan that has a 5-
star rating in customer service and care coordination, and received an overall plan
performance rating of a 4-star, which of the following would be the best statement to say
to her? - ANSWER-The Medicare Advantage plan received a 5-star rating in customer
service and care coordination with an overall performance rating of 4 stars.
Winthrop Brokerage wishes to place an advertisement in the local newspaper that says:
"We offer Medicare Advantage plans offered by AB Health and Top Choice Health.
Contact us if you would like to learn more." Which of the following best describes the
obligation(s) of Winthrop Brokerage regarding the advertisement? - ANSWER-Winthrop
Brokerage does not need to submit the advertisement to CMS for prior approval
because it does not include information about the plans' benefits structures, cost-
sharing, or information about measures or ranking standards.
While making an appointment to discuss Medicare Advantage (MA) and Part D plans
with a potential enrollee, you are asked to describe other types of insurance products
that your client might wish to purchase. What additional types of insurance can you
present during the MA and Part D marketing appointments? - ANSWER-You can
present only health care related lines of business but must obtain the beneficiary's
permission to do so before the presentation occurs and document that you have
obtained that permission.
CORRECT SOLUTIONS
Agent Jennings makes a presentation on Medicare advertised as an educational 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 educational? - ANSWER-Yes. Whether or not an
event has been advertised as "educational" or a "sales presentation," discussing plan-
specific information is impermissible.
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? - ANSWER-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, indicating that she wants to discuss
the Part D plan.
During a sales presentation to Ms. Daley for a Medicare Advantage plan that has a 5-
star rating in customer service and care coordination, and received an overall plan
performance rating of a 4-star, which of the following would be the best statement to say
to her? - ANSWER-The Medicare Advantage plan received a 5-star rating in customer
service and care coordination with an overall performance rating of 4 stars.
Winthrop Brokerage wishes to place an advertisement in the local newspaper that says:
"We offer Medicare Advantage plans offered by AB Health and Top Choice Health.
Contact us if you would like to learn more." Which of the following best describes the
obligation(s) of Winthrop Brokerage regarding the advertisement? - ANSWER-Winthrop
Brokerage does not need to submit the advertisement to CMS for prior approval
because it does not include information about the plans' benefits structures, cost-
sharing, or information about measures or ranking standards.
While making an appointment to discuss Medicare Advantage (MA) and Part D plans
with a potential enrollee, you are asked to describe other types of insurance products
that your client might wish to purchase. What additional types of insurance can you
present during the MA and Part D marketing appointments? - ANSWER-You can
present only health care related lines of business but must obtain the beneficiary's
permission to do so before the presentation occurs and document that you have
obtained that permission.
