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PODCAST

Insurance Exam Prep

Ran Chen, EA, CFP®

Insurance Exam Prep is a daily podcast designed to help future insurance professionals pass their licensing exams with clarity and confidence. Built and operated by OpenExamPrep, this podcast breaks down insurance licensing exams into focused, easy-to-digest episodes covering Life Insurance, Health Insurance, and Property & Casualty, across both the national portion and state-specific requirements. Each episode targets one key concept, common exam trap, or high-frequency test topic—making it

education courses

All Episodes

03:32

AHIP Medicare Exam Prep 36, Marketing in Health Care...

Insurance Exam Prep ·

2026/09/21

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: - Distinguish between prohibited treatment areas and allowed common areas for Medicare marketing activities - Understand the requirement for passive marketing in

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04:13

AHIP Medicare Exam Prep 35, Educational Events versus...

Insurance Exam Prep ·

2026/09/20

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,

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04:00

AHIP Medicare Exam Prep 34, Individual Marketing...

Insurance Exam Prep ·

2026/09/19

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: - How Scope of Appointment rules dictate product discussions across in-person, phone, and virtual marketing settings. - The strict prohibition on cross-selling

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03:51

AHIP Medicare Exam Prep 33, Scope of Appointment Rules

Insurance Exam Prep ·

2026/09/18

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: - What a Scope of Appointment (SOA) is and when it must be collected prior to Medicare Advantage or Part D sales meetings - Product-scope boundaries and why discussing

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03:30

AHIP Medicare Exam Prep 32, Permission to Contact and...

Insurance Exam Prep ·

2026/09/17

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

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03:42

AHIP Medicare Exam Prep 31, Communications versus...

Insurance Exam Prep ·

2026/09/16

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: - Difference between Medicare communications and marketing based on intent and plan-specific content - Regulatory impact of classification, including HPMS submission,

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03:38

AHIP Medicare Exam Prep 30, Solving Part D Plan...

Insurance Exam Prep ·

2026/09/15

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: - How to evaluate Part D plans based on total estimated annual cost rather than monthly premium alone - A step-by-step comparison process for verifying drug dosages,

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03:56

AHIP Medicare Exam Prep 29, Part D Exceptions Appeals...

Insurance Exam Prep ·

2026/09/14

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: - How coverage determinations, formulary exceptions, and tiering exceptions function under Medicare Part D. - Why specialty tier medications are strictly excluded from

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03:58

AHIP Medicare Exam Prep 28, Part D Late Enrollment...

Insurance Exam Prep ·

2026/09/13

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: - A continuous gap of 63 days or longer without creditable drug coverage triggers the Medicare Part D late enrollment penalty. - Penalty calculations count only full

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03:55

AHIP Medicare Exam Prep 27, Medicare Prescription...

Insurance Exam Prep ·

2026/09/12

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: - How the Medicare Prescription Payment Plan spreads out-of-pocket Part D costs across remaining calendar months - Why the program changes payment timing without

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03:39

AHIP Medicare Exam Prep 26, Extra Help and Low Income...

Insurance Exam Prep ·

2026/09/11

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: - What Part D Extra Help is and how it reduces premiums, deductibles, copayments, and waives late enrollment penalties - How automatic deeming works for Dual

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04:08

AHIP Medicare Exam Prep 25, Current Part D Benefit...

Insurance Exam Prep ·

2026/09/10

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: - The current CMS standard Medicare Part D structure features three benefit phases (deductible, initial coverage, catastrophic coverage), completely eliminating the

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03:45

AHIP Medicare Exam Prep 24, Part D Covered and...

Insurance Exam Prep ·

2026/09/09

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: - How to determine whether a drug falls under Medicare Part A, Part B, or Part D - The specific categories of drugs statutorily excluded from basic Part D coverage -

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04:12

AHIP Medicare Exam Prep 23, Formularies Tiers and...

Insurance Exam Prep ·

2026/09/08

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: - How Medicare Part D plans structure formularies into drug tiers from Tier 1 generics to Tier 5 specialty drugs - Why cross-referencing both specific medications and

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04:00

AHIP Medicare Exam Prep 22, PDP versus MA-PD Plan...

Insurance Exam Prep ·

2026/09/07

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: - How Original Medicare and Medigap beneficiaries pair with stand-alone PDPs for compliant Part D coverage. - Why enrolling in a stand-alone PDP while in a standard

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03:27

AHIP Medicare Exam Prep 21, Part D Eligibility and...

Insurance Exam Prep ·

2026/09/06

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: - Key differences in eligibility requirements for stand-alone PDPs versus MA-PD plans - The concept of creditable drug coverage and how it prevents late enrollment

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04:12

AHIP Medicare Exam Prep 20, Medicare Advantage...

Insurance Exam Prep ·

2026/09/05

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: - How to identify and select the valid Medicare Advantage election period before analyzing plan features. - The differences between ICEP, AEP, and MA OEP rules and

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03:47

AHIP Medicare Exam Prep 19, Organization...

Insurance Exam Prep ·

2026/09/04

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: - The exact criteria that distinguish an organization determination, an appeal, and a grievance on the AHIP exam. - How to evaluate standard versus expedited pathways

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03:34

AHIP Medicare Exam Prep 18, Star Ratings and Medicare...

Insurance Exam Prep ·

2026/09/03

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: - How CMS Star Ratings evaluate Medicare Advantage and Part D plans on a 1-to-5 star scale across key performance categories. - Why Star Ratings reflect aggregate past

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04:03

AHIP Medicare Exam Prep 17, MA Benefits Networks...

Insurance Exam Prep ·

2026/09/02

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: - How network rules differ across HMO, HMO-POS, PPO, and PFFS Medicare Advantage plan models. - Why prior authorization can never be required for emergency or urgently

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