Mrs. Schmidt is moving… Mrs. Schmidt is moving and a friend told her she might qualify for a “Special Election Period” to enroll in a new Medicare Advantage plan. She contacted you to ask what a Special Election Period is. What could you tell her? It is a time period, outside of the Annual Election … Read more

Ms. Gonzales decided… Ms. Gonzales decided to remain in Original Medicare (Parts A and B) and Part D during the Annual Enrollment Period (AEP). At the beginning of January, her neighbor told her about the Medicare Advantage (MA) plan he selected. He also told her there was an open enrollment period that she might be … Read more

Which of the following consumers would be eligible for Medicare? -Consumers age 65 or older and consumers under 65 years of age with certain disabilities except for ESRD or ALS -Consumers age 65 or older, consumers under 65 years of age with certain disabilities for more than 24 months and consumers of all ages with … Read more

Mrs. Young is currently… Mrs. Young is currently enrolled in Original Medicare (Parts A and B), but she has been working with Agent Neil Adams in the selection of a Medicare Advantage (MA) plan. It is mid-September, and Mrs. Young is going on vacation. Agent Adams is considering suggesting that he and Mrs. Young complete … Read more

Mrs. Goodman enrolled…. Mrs. Goodman enrolled in an MA-PD plan during the Annual Election Period. In mid-January of the following year, she wants to switch back to Original Medicare and enroll in a stand-alone prescription drug plan. What should you tell her? During the MA Open Enrollment Period, from January 1 – March 31, she … Read more

A client wants… A client wants to give you an enrollment application on October 1 prior to the beginning of the Annual Election Period because he is leaving on vacation for two weeks and does not want to forget about turning it in. What should you tell him? You must tell him you are not … Read more