1. A Medicare beneficiary has walked into your office and requested that yousit
down with her and discuss her options under the Medicare Advantage program.
Before engaging in such a discussion, what should you do?
Answer: You must have her sign a scope of appointment form, indicating which
products she wishes to discuss.You may then proceed with the discussion.
2. You will be holding a sales event in the near future, at which you would liketo
offer door prizes to attendees. Under guidelines from the Medicare agency, what
types of gifts or prizes would not be allowed in this situation?
Answer: Gift cardsor gift certificates of $15 or less that can be readily converted to
cash.
3. During a sales presentation, your client asks you whether the Medicare agency
recommends that she sign up for your plan or stay in Original Medicare.What
should you tell her?
Answer: Tell her that the Medicare agency does notendorse or recommend any
plan.
4. ABC is a Medicare Advantage (MA) plan sponsor.It would like to use its en
rollees' information to market non-health related products such as life insurance and
annuities. To do so it must obtain authorization from the enrollees. Which statement
best describesthe authorization process?
Answer: Authorization maybe obtained by directing a beneficiary to a website to
provide consent as long as the website includes a mechanism for an electronic
signature that is valid under applicable law.
5. Agent Martinez wishes to solicit Medicare Advantage prospects through
e-mail and asks you for advice asto whether thisis possible.Whatshould youtell her?
Answer: Marketing representatives may initiate electronic contact through e-mail
but an opt-out process must be provided.
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