AHIP 2024 MODULE 4 - client, Maria Gomez about a MA-Part D plan she ...

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AHIP 2024 MODULE 4

• Linda Sanchez is conducting a previously agreed upon appointment with

client, Maria Gomez about a MA-Part D plan she represents. Before an enroll- ment form is completed, Linda needs to provide Maria with information about

ANS I, II, and III only

• 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?

ANS 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 da

• 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?ANS ?It must obtain a HIPAA compliant authorization from an enrollee that indicates the plan or plan ?sponsor may use their information for marketing purposes. 1 / 3

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• 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?

ANS 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."

• 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?ANS After executing a scope of appointment (SOA) with Clara Burton, meet with Edward Young and Clara Burton to discuss their Medicare Advantage options.

• You have been providing a pre-Thanksgiving meal during sales presenta-

tions 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? ANS You may provide light snacks, but a Thanksgiving style meal would be prohibited, regardless of who provides or pays for the meal. 2 / 3

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• Wendy Park becomes eligible for Medicare for the first time in July. With the

help of Agent James Chan, she enrolls in Feel Better Medicare Advantage plan with an effective date of July 1st. Which statement best describes how Agent Chan may be compensated under CMS rules?

ANS Feel Better will pay Agent Chan initial year compensation for the months July through December. Renewal amounts will be paid starting in January if Ms. Park remains enrolled the following year.

• You are working several plans and community organizations to sponsor

an educational event. When putting together advertisements for this event, what should you do?

ANS You must ensure that the advertisements indicate it is an educational event, otherwise it will be considered a marketing event.

• Another agent you know has engaged in misconduct that has been verified

by the plan she represented. What sort of penalty might the plan impose on this individual?ANS The plan may withhold commission, require retraining, report the misconduct to a state department of insurance or terminate the contract.

• 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? ANS Marketing representatives may initiate electronic contact through e-

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