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Reviews

You have set up an appointment for an in-home sales presentation with Mrs. Fowler

You have set… You have set up an appointment for an in-home sales presentation with Mrs. Fowler, who expressed interest in the Medicare plans you represent. In preparation for the sales presentation, what must you do? Prior to conducting the presentation, obtain, and document having obtained her permission to visit, along with her interest in … Read more

Ms. Edwards is enrolled in a Medicare Advantage plan that includes prescription drug plan (PDP) coverage

Ms. Edwards is… Ms. Edwards is enrolled in a Medicare Advantage plan that includes prescription drug plan (PDP) coverage. She is traveling and wishes to fill two of the prescriptions that she has lost. How would you advise her? She may fill prescriptions for covered drugs at non-network pharmacies, but likely at a higher cost … Read more

Mrs. Lyons is in good health, uses a single prescription, and lives independently in her own home

Mrs. Lyons is… Mrs. Lyons is in good health, uses a single prescription, and lives independently in her own home. She is attracted by the idea of maintaining control over a Medical Savings Account (MSA) but is not sure if the plan associated with the account will fit her needs. What specific piece of information … Read more

Mr. and Mrs. Vaughn both take a specialized multivitamin prescription

Mr. and Mrs. Vaughn….. Mr. and Mrs. Vaughn both take a specialized multivitamin prescription each day. Mr. Vaughn takes a prescription for helping to regrow his hair. They are anxious to have their Medicare prescription drug plan cover these drug needs. What should you tell them? Medicare prescription drug plans are not permitted to cover … Read more