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: - Master the strict ten-year CMS record retention requirement for all Medicare marketing, Scope of Appointment, and enrollment records. - Understand the compliance obligations for fully cooperating with CMS and plan sponsor audits without altering or backdating documentation. - Identify CMS rules on conflicts of interest, promotional items, and nominal gift limits of fifteen dollars per person. - Recognize how concealment or incomplete documentation compounds a minor compliance error into severe disciplinary action. - Learn effective strategies for handling carrier monitoring, annual training attestations, and formal corrective action plans.
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
