To comply with marketing requirements for Medicare Advantage and Part D, what must you do about contacting potential clients who have not initiated contact?

• A. Call every potential client you think of.
• B. Call only those who have given written permission to be contacted.
• C. Call only those with a current enrollment in a plan.
• D. Avoid calling any potential client unless they initiate contact and specifically ask you to call them.

Answer: (D)

In Medicare Advantage and Part D marketing, outreach must be limited to people who have shown interest. The safe, compliant approach is to avoid contacting potential clients who haven’t initiated contact or asked to be reached. If someone has requested information or asked you to call them, you may respond to that inquiry; otherwise, you should not initiate contact.

This rule helps protect beneficiaries from unsolicited marketing and aligns with CMS guidelines. Calling everyone you think of, or contacting current enrollees, or reaching out only with blanket written permission, does not meet the requirement because it involves proactive outreach without a stated request from the individual.