2026 Wellcare Annual Certification Training (ACT) Mastery Practice Exam

Brokers and agents are permitted only to provide plan information upon request at informal sales events. These events are structured to allow for a more relaxed interaction where individuals can learn about various plans, but the focus is not primarily on direct sales. At informal sales events, education is emphasized over sales presentations, creating an environment suited for general discussions about available Medicare options.

In contrast, formal sales events are specifically designed for marketing and enrolling potential members, where brokers and agents actively present plans and benefit details. Educational events are strictly focused on providing unbiased information about Medicare and do not allow for specific plan discussions unless prompted. Online events can vary in structure, but often include a combination of formal or informal presentations depending on the setup.

Therefore, in the context of informal sales events, the rules maintain that brokers/agents can only discuss plan specifics if attendees explicitly request that information, which aligns with ensuring compliant and consumer-friendly interactions.