AHIP 2024 module 4
Linda Sanchez is conducting a previously agreed upon appointment with client, Maria
Gomez about a MA-Part D plan she represents. Before an enrollment form is
completed, Linda needs to provide Maria with information about ____
I, II, and III only
Your client, Alexis Jones, calls you on December 4th about changing her Medicare
Advantage plan during the annual election period which ends December 7th. What
should you do?
Complete a scope of appointment (SOA) during the call and indicate that they will
meet to discuss Medicare Advantage plans during an appointment the following
da
Br
ABC is a Medicare Advantage (MA) plan sponsor. It would like to use its enrollees'
information to market non-health related products such as life insurance and annuities.
Which statement best describes ABC's obligation to its enrollees regarding marketing
such products?
?It must obtain a HIPAA compliant authorization from an enrollee that indicates
the plan or plan ?sponsor may use their information for marketing purposes.
Hector Hernandez is an independent agent. Hector sells plans on behalf of three
Medicare Advantage organizations that offer a total of 10 plans but does not represent
all Medicare Advantage organizations offering plans that are available in his area.
Which of the following statements best describes any steps Hector is required to take?
During the first minute of a sales call, Hector must use a disclaimer that says "I
do not represent every plan available in your area. I represent 3 organizations that
offer 10 plans in your area. Please contact Medicare.gov, 1-800-MEDICARE, or
your local State Health Insurance Program to get information on all your options."
Your friend's mother just moved to an assisted living facility and he asked if you could
present a program for the residents about the MA-PD plans you market. What could you
tell him?
Agent Daniel Webber has properly set up a sales appointment to meet with client
Edward Young at Agent Webber's office. At the agreed upon appointment time, Mr.
Young arrives with his elderly neighbor - Clara Burton, who wants to learn about her
Medicare Advantage options. What should Agent Daniel Webber do?
After executing a scope of appointment (SOA) with Clara Burton, meet with
Edward Young and Clara Burton to discuss their Medicare Advantage options.
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