AHIP Medicare Exam Prep 37, TPMOs Lead Generation and Call Recording
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…
The skinny
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