Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
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: - Unsolicited outreach methods such as cold calling, door-to-door visits, and leaving materials on doors are strictly prohibited by CMS rules. - Client referrals cannot be directly contacted by an agent unless the referral initiates contact or explicit prior permission is secured. - Business Reply Cards (BRCs) grant permission to contact that is strictly limited in scope to the requested product types. - Inbound calls permit answering the caller's immediate questions but do not grant broad authorization for future unsolicited calls or home visits. - Permission to contact is fact-specific, non-transferable, limited in duration, and summarized by the rule that permission is Specific, Sole, and Short-lived.
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
