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: - Rules governing TPMO required disclaimers for organizations not offering all regional plans - CMS review, HPMS submission, and material identification number requirements for agent flyers - Prohibitions on using Medicare logos, card graphics, and misleading government imagery - Restrictions on subjective superlatives like best or top-rated without objective CMS star rating data - Essential pre-distribution verification steps required for independent agents before sharing marketing materials 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