AHIP Medicare Exam Prep 35, Educational Events versus Marketing Events
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…
The skinny
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