You are scheduled…. You are scheduled to give a sales presentation at a local senior center. At the beginning of the presentation, which of the following must you do? Clearly state that NO obligation exists to enroll if a gift or prize is being offered.
Which of the… Which of the following would be considered PHI? An individual’s first and last name and the medical diagnosis in a physician’s progress report
Mr. Chen is enrolled… Mr. Chen is enrolled in his employer’s group health plan and will be retiring soon. He would like to know his options since he has decided to drop his retiree coverage and is eligible for Medicare. What should you tell him? Mr. Chen can disenroll from his employer-sponsored coverage to elect … Read more
By contacting plans… By contacting plans available in your area, you have learned that the plan you represent has a significantly lower monthly premium than the others. Furthermore, you see that the plan you represent has a unique benefit package. What should you do to make sure your clients know about these pieces of information? … Read more
Ordinarily, you obtain… Ordinarily, you obtain referrals from a third-party that initiates contact with potential clients and usually sets up appointments for you. How would the guidelines for marketing MA and Part D plans apply to this practice? Third parties may NOT make unsolicited calls, visits, or emails to Medicare beneficiaries in order to set … Read more
A Medicare beneficiary… A Medicare beneficiary has walked into your office and requested that you sit down with her and discuss her options under the Medicare Advantage program. Before engaging in such a discussion, what should you do? You must have her sign a scope of appointment form, indicating which products she wishes to discuss. … Read more
The Mobile Scope… The Mobile Scope of Appointment (SOA) & Enrollment platform enables agents to capture/store SOA and complete/submit an enrollment application. True
