Which of the… Which of the following individuals is most likely to be eligible to enroll in a Medicare Advantage (MA) or Part D Plan? Jose, a grandfather who was granted asylum and has worked in the United States for many years.

Mrs. Grant uses…. Mrs. Grant uses several very expensive drugs and anticipates that she will enter catastrophic coverage at some point during the year. To help her determine when she is likely to qualify for catastrophic coverage, she asked which expenses count toward the out-of-pocket limit that qualifies her for catastrophic coverage. Which one of … Read more

While marketing MA… While marketing MA and Part D plans, you collected a large number of scope of appointment forms from you clients, wherein they indicated their interest in specific products and this wish for you to provide information on those products in their homes. What should you do with those forms? The scope of … Read more

LU is turning… LU is turning 65 in November and called to ask you for help deciding on a MA plan. She agreed to sign a scope of appointment form and meet with you October 15. During the appointment, what are you permitted to do? You may provide her with the required enrollment materials and … Read more

Mr. Roberts is enrolled… Mr. Roberts is enrolled in an MA plan. He recently suffered complications following hip replacement surgery. As a result, he has spent the last three months in Resthaven, a skilled nursing facility. Mr. Roberts is about to be discharged. What advice would you give him regarding his health coverage options? His … Read more

You are visiting… You are visiting with Mr. Tully and his daughter at her request. He has advanced Alzheimer’s and is incapable of understanding the implications of choosing a Medicare Advantage or prescription drug plan. Can his daughter fill out the enrollment form and sign it for him? Mr. Tully’s daughter can do so only, … Read more

Mr. Jacob understands…. Mr. Jacob understands that there is a standard Medicare Part D prescription drug benefit, but when he looks at information on various plans available in his area, he sees a wide range in what they charge for deductibles, premiums and cost sharing. How can you explain this to him? Medicare Part D … Read more