
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: - Core differences in intent, scope, and allowed settings between Medicare educational and marketing events. - Permissible educational event materials, disclaimers, and restrictions on plan-specific benefit discussions. - Rules governing sign-in sheets, lead collection, and voluntary contact mechanisms across event types. - CMS guidelines regarding meals at educational events versus light snacks at sales presentations. - How to avoid common exam traps involving event transitions, promotional gift limits, and beneficiary questions. 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
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AHIP Medicare Exam Prep 34, Individual Marketing Appointments

AHIP Medicare Exam Prep 33, Scope of Appointment Rules

AHIP Medicare Exam Prep 32, Permission to Contact and Unsolicited Outreach

AHIP Medicare Exam Prep 31, Communications versus Marketing
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