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
Juan Perez, who… Juan Perez, who is turning age 65 next month, intends to work for several more years at Smallcap, Incorporated. Smallcap has a workforce of 15 employees and offers employer-sponsored healthcare coverage. Juan is a naturalized citizen and has contributed to the Medicare system for over 20 years. Juan asks you if he … Read more
LU is turning 65… LU is turning 65 in November and called to ask for your help deciding on a MA plan. She agreed to sign a scope of appointment form and meet with you October 15. During the appointment, what are you permitted to do? You may provide her with the required enrollment material … Read more
