Episode Details

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Distinguish between prohibited treatment areas and allowed common areas for Medicare marketing activities - Understand the requirement for passive marketing in common areas without unsolicited beneficiary contact - Learn provider rules regarding equal plan representation and prohibition of single-plan endorsements - Differentiate between provider-initiated treatment discussions and non-compliant sales solicitation - Recall the rules for scheduling compliant marketing appointments in long-term care facilities For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep