Your friend’s mother just moved to an assisted living facility and he
asked if you could present a program for the residents about the MA-PD
plans you market. What could you tell him? – ANSWER- You
appreciate the opportunity and would be happy to schedule an
appointment with anyone at their request.
Your client, Alexis Jones, calls you on December 4th about changing her
Medicare Advantage plan during the annual election period which ends
December 7th. What should you do? – ANSWER- Complete a scope of
appointment (SOA) during the call and indicate that they will meet to
discuss Medicare Advantage plans during an appointment the following
day.
Melissa Meadows is a marketing representative for Best Care which has
recently introduced a Medicare Advantage plan offering comprehensive
dental benefits for $15 per month. Best Care has not submitted any
potential posts to CMS for approval. Melissa would like to use the
power of social media to reach potential prospects. What advice would
you give her? – ANSWER- As soon as CMS approves Best Care’s social
media posts, Agent Meadows could post a tweet stating that “Best Care
offers an array of Medicare Advantage benefit packages. One might be
right for you. Call me to find out more!”
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? – ANSWER- You may
provide her with the required enrollment materials and take her
completed enrollment application.
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? –
ANSWER- You may provide light snacks, but a Thanksgiving style
meal would be prohibited, regardless of who provides or pays for the
meal.
Agent Martinez wishes to solicit Medicare Advantage prospects through
e-mail and asks you for advice as to whether this is possible. What
should you tell her? – ANSWER- Marketing representatives may initiate
electronic contact through e-mail but an opt-out process must be
provided.
You have approached a hospital administrator about marketing in her
facility. The administrator is uncomfortable with the suggestion. How
could you address her concerns? – ANSWER- Tell her that Medicare
guidelines allow you to conduct marketing activities in common areas of
a provider’s facility
You have sought permission from a hospital to place brochures for your
product in their gift shop and cafeteria. The hospital administration
expresses some hesitation about allowing marketing in a health care
facility. What should you tell them? – ANSWER- 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.
Evan Marsh is a newly appointed agent. Evan intends to conduct an
educational session on Medicare at a senior citizens center near his
home. He has advertised the session as an educational event. Evan asks
you what is permissible at such an event. What should you say? –
ANSWER- Evan may provide a meal as long as its value is $15 or less
per attendee and he may make available business reply cards (BRCs).
You are working several plans and community organizations to sponsor
an educational event. When putting together advertisements for this
event, what should you do? – ANSWER- You must ensure that the
advertisements indicate it is an educational event, otherwise it will be
considered a marketing event.
You are seeking to represent an individual Medicare Advantage plan and
an individual Part D plan in your state. You have completed the required
training for each plan, but you did not achieve a passing score on the
tests that came after the training. What can you do in this situation? –
ANSWER- You will not be able to represent any Medicare Advantage
or Part D plan until you complete the training and achieve an adequate
score. However, you will not have to take a test if you exclusively
market employer/union group plans and the companies do not require
testing.
Agent Daniel Webber has properly set up a sales appointment to meet
with client Edward Young at Agent Webber’s office. At the agreed upon
appointment time, Mr. Young arrives with his elderly neighbor – Clara
Burton, who wants to learn about her Medicare Advantage options.
What should Agent Daniel Webber do? – ANSWER- After executing a
scope of appointment (SOA) with Clara Burton, meet with Edward
Young and Clara Burton to discuss their Medicare Advantage options.
Hector Hernandez is an independent agent. Hector sells plans on behalf
of three Medicare Advantage organizations that offer a total of 10 plans
but does not represent all Medicare Advantage organizations offering
plans that are available in his area. Which of the following statements
best describes any steps Hector is required to take? – ANSWER- During
the first minute of a sales call, Hector must use a disclaimer that says “I
do not represent every plan available in your area. I represent 3
organizations that offer 10 plans in your area. Please contact
Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance
Program to get information on all your options.”
Wendy Park becomes eligible for Medicare for the first time in July.
With the help of Agent James Chan, she enrolls in FeelBetter Medicare
Advantage plan with an effective date of July 1st. Which statement best
describes how Agent Chan may be compensated under CMS rules? –
ANSWER- FeelBetter will pay Agent Chan initial year compensation
for July through December. The renewal amounts will be paid starting in
January if Ms. Park remains enrolled the following year
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