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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: - Mandatory timing and requirements for providing the Pre-Enrollment Checklist (PEC) under CMS guidelines. - How to accurately conduct provider and pharmacy network verifications during client consultations. - Essential drug formulary disclosure rules, including coverage tiers and utilization management restrictions. - Automatic disenrollment triggers for standalone PDPs and potential loss of employer retiree coverage. - Proper methods for documenting beneficiary intent to maintain full exam-level compliance.
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
