Some examples from this set of practice questions
1.
What type of events must an agent report to UnitedHealthcare?
Answer: Only the marketing/sales events, both formal and informal. (WRONG)
2.
While using LEAN to complete an enrollment application with a consumer, Agent Jeff learns the consumer does not have an email address. What should Jeff do?
Answer: Leave any field requesting a consumer email address blank.
3.
Which election period occurs from October 15 to December 7?
Answer: AEP Annual Election Period
4.
Agent Kim is conducting an event that has been advertised as educational. Which activities are permitted at an educational event?
Answer: Displaying and distributing business cards and lead cards, scheduling one-on-one marketing appointments, and obtaining scope of appointment forms.
5.
Kira has scheduled an appointment and obtained a Scope of Appointment (SOA) form to discuss Medicare Advantage Plans with a consumer. When she arrives at the appointment, a friend of the consumer who is Medicare-eligible is present to hear your presentation. What should Kira do?
Answer: Before Kira can start the appointment with both consumers, she must ask the consumer\'s friend to complete an SOA.
6.
Educational events allow for which of the following to occur?
Answer: Provide objective information about the Medicare program and/or health improvement and wellness.
7.
Agent Bryan wants to grow his book of business. Which of the following lead generating activities is NOT compliant?
Answer: At each appointment he asks the consumer for the name and phone number of at least one acquaintance who is 65 or older and calls the referred individual.
8.
Agent Ralph wants to market Medicare Advantage Plans in his neighborhood - an area that consists of single-family houses, an assisted living facility, a church, and public library. Which of the following methods of contact is permitted?
Answer: Ralph sends a flyer inviting consumers to a marketing/sales event to each resident via postal mail.
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