1. ABC is a Medicare Advantage (MA) plan sponsor. It would like to use its enrollees' information to market non-health related products such as life insurance and annuities. Which statement best describes ABC's obligation to its enrollees regarding marketing such products? Answer: It must obtain a HIPAA compliant authorization from an enrollee that indicatesthe plan or plan sponsor mayuse their information for marketing purposes. 2. Sal D'Angelo is new to the Medicare marketplace having previously been focused on life insurance and disability income protection products. He intendsto conduct an educational seminar during the AEP at a local hotel and then invite those who attend to a subsequent marketing meeting to discuss the benefits of next year's plans. How would you advise Sal? Answer: Sal should conduct the education seminar as an early morning meeting and the marketing meeting onthe following day in the late afternoon so that there are at least 12 hours between the two meetings. 3. Another agent you know has engaged in misconduct that has been verifiedby the plan she represented. What sort of penalty might the plan impose on this individual? Answer: The plan may withhold commission, require retraining, report the misconduct to a state department of insurance or terminate the contract. 4. Your friend's mother just moved to an assisted living facility and he askedif you could present a program for the residents about the MA-PD plans youmarket. What could you tell him? Answer: You appreciate the opportunity and would behappy to schedule an appointment with anyone at their request. 5. Your client, Alexis Jones, calls you on December 4th about changing her Medicare Advantage plan during the annual election period which ends De- cember 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 plansduring an appointment the