Presentation
When making or taking phone calls what must you disclose in the first 30 seconds
How many carriers you represent and that for a complete list contact SHIP or medicare.gov
How long is a Scope of appointment valid
12 months
What activity is not allowed to happen in or near your exhibit
Health screenings
When is the last day to switch someone into a chronic plan for the year
November 30th
What is the commission for a new PDP in 2026
$114 for new
$57 renewal
When can you call a prospect
After they have given you permission to call
what must be included in all email marketing
opt out link
Every Year in the old Arlington Convention center
Aging Well
When is OEP
January 1st through March 31st
What is the commission for Medicare Advantage Plan in 2026
$672 for new
$336 for renewal
what should you always have with you or in your vehicle to write business
paper application
when marketing for an educational event what food is required
What is the maximum value per meal
none
$15
Can agents discuss specific Medicare Advantage plans at a health fair
No, unless it is a CMS approved marketing
When is AEP
October 15th through December 7th
What is the projected percentage of enrollees in a Part D drug will spend $2,000
94% of the 1 million+ Medicare Part D enrollees will hit the $2,000
What is the purpose of An Elevator Speech
Introduce who you are and what you do
Required disclosures if a phone number is listed, regardless the mode - print, website, digital ads, or direct mail
"by calling the number above, you will be connected to a licensed insurance agent.
True or false you can collect prospect's information for follow-up at a health fair
true
When is the deadline to avoid any penalties on coverages if I am 68 and leaving group coverage on March 31st
May 31st - in place on June 1st
How much money is spent on Medicare each year
in 2023 - approximately $1,029.8 billion on Medicare
21% of total national health expeditures and about 14% of the total federal spending
When discussing Medicare Part A, Part B, or Part D. which of these has a Maximum out of pocket
Part D
What words are agents not allowed to use when marketing Medicare Advantage Plan
Best, Free and can't say Guaranteed (unless properly qualified and CMS approved)
Can you initiate a one on one conversation about Medicare at a Health Fair
No, prospect must initiate conversations.
For most carriers when must I have my applications submitted to them
within 24 hours
What is your enrollment goal for 2026 AEP -
or how much money are you going to make in 2026 AEP year
Correct