In what product should agents enroll consumers? A product that is suitable for the consumer’s needs, goals and financial resources.

Dennis, a consumer, is currently enrolled in Original Medicare plus a Medicare Supplement Plan. His current plan is suitable for his medical needs, but he would like to add prescription drug coverage only. Since Dennis wants to keep his current coverage, which option is available to Dennis (assuming he is in a valid election period)? … Read more

Jane, an agent, is speaking to Albert about a Prescription Drug plan. Albert seems confused and is struggling to understand the information Jane is explaining. Which option should Jane consider? Jane should ask Albert if someone, such as an Authorized Legal Representative, helps him make health care or insurance-related decisions and should be present.

When must the Scope of Appointment be obtained for an in-person or telephonic sales presentation? Before the marketing appointment

The __________ ensures that when consumers provide their verbal agreement during the telephonic enrollment, they acknowledge and understand they are actually enrolling, in which plan they are enrolling, as well as the standard disclosures. Statement of Understanding

While using LEAN to complete an enrollment application with a consumer, Agent Jeff learns the consumer does not have an email address. What should Jeff do? Leave the field requesting a consumer email address blank.

Before starting an enrollment, what benefit information are agents required to provide to the consumer? The agent must accurately and completely disclose any benefits discussed.