Medical Expense✓ Verified · outline & fact-checked · Sep 2026Difficulty 2/5
Under CMS compliance rules, telephone calls between an agent or third-party marketing organization and a Medicare beneficiary regarding Medicare Advantage or Part D marketing:
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Answer & full 3-part explanation (select an option above, or peek)
Why A is correct
CMS requires that calls with Medicare beneficiaries concerning MA and Part D marketing and sales be recorded, and that the recordings be retained and made available to CMS upon request. This protects consumers by preserving a verifiable record of what was discussed and disclosed, particularly regarding scope of appointment and plan choices. The call-recording requirement is part of the CMS compliance obligations listed under AH-III.D.3 of the examination objectives, and it applies across the full marketing process.
Why the other options are wrong
- B) Marketing calls are permitted when the beneficiary has given permission to contact or initiated the call, but they must be recorded.
- C) The recording requirement applies to marketing calls regardless of call length.
- D) The recording rule is not age-based; it applies to all Medicare beneficiaries.
Memory hook
Record every MA or Part D marketing call with a beneficiary.