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

Whose email address may the agent enter into the applicant information section of LEAN enrollment application? Only the consumer’s email (or leave it 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.

Which of the following describes Permission to Contact guidelines? It allows the agent to discuss the products identified during the marketing appointment.

An agent is explaining Medicare Advantage plan options to a consumer. During the conversation, the agent explains that Medicare gives each plan a Star Rating. Which statement is true?   The agent said that Medicare uses a 5-star rating system to illustrate the plan’s performance and quality.

Gene got Medicare before he turned 65 and enrolled into a Medicare Advantage plan. He calls in February the month before his 65th birthday and is unhappy with his current plan. On the date of the call, what can Gene do about his coverage?   On the day he called, he can enroll in a … Read more

Which statement does not represent a Formulary Transition Requirement?   d. All of the above represent a Formulary Transition Requirement