A Medicare beneficiary has walked into your office and requested that you sit down with her and discuss her options under the Medicare Advantage program.
... [Show More] 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.
You will be holding a sales event in the near future, at which you would like to 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 cards or gift certificates of $15 or less that can be readily converted to cash.
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 not endorse or recommend any plan.
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. To do so it must obtain authorization from the enrollees. Which statement best describes the authorization process? - Answer Authorization may be 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.
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.
Miguel Sanchez is a relatively new agent who has come to you for advice as to what he can do during the Medicare Advantage Open Enrollment Period (MA-OEP). What advice should you give Miguel? - Answer During the MA-OEP, Miguel can have one-on-one meetings with beneficiaries who have requested such meetings.
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 [Show Less]