Medical Expense✓ Verified · outline & fact-checked · Sep 2026Difficulty 2/5
Under CMS marketing rules, an agent holding an event to market Medicare Advantage or Part D plans must:
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Answer & full 3-part explanation (select an option above, or peek)
Why A is correct
CMS rules distinguish marketing and sales events from educational events: educational events may not promote or sell specific plans, while marketing and sales events may do so and are subject to disclosure and scheduling requirements. Appointments with beneficiaries must be limited in scope to the specific plans the beneficiary agreed to discuss. These event and appointment rules are listed under AH-III.D.3 as part of the CMS compliance framework agents must follow, and they protect consumers from being sold to at events they believed were purely informational.
Why the other options are wrong
- B) Sales appointments must be scheduled and scope-of-appointment limited; unsolicited home events are not the permitted model.
- C) Collecting bank account numbers at the door is not a permitted event practice.
- D) Door-to-door marketing is prohibited; marketing contact requires permission or beneficiary initiation.
Memory hook
Educational events educate; only marketing events may sell.