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: - Medicare Advantage plans and Part D sponsors maintain ultimate compliance liability for all TPMO activities. - Explicit beneficiary opt-in consent is required prior to sharing or selling lead generation data to other entities. - The standardized TPMO disclaimer must be stated within the first minute of telephonic sales and marketing calls. - All TPMO marketing, sales, and enrollment calls must be recorded in full and retained for ten years. - Individual agents share compliance responsibility and cannot use non-compliant leads provided by third-party vendors. 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