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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

03:40

AHIP Medicare Exam Prep 49, Records Audits Conflicts...

Insurance Exam Prep ·

2026/10/04

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: - Master the strict ten-year CMS record retention requirement for all Medicare marketing, Scope of Appointment, and enrollment records. - Understand the compliance

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03:35

AHIP Medicare Exam Prep 48, OIG Exclusions and...

Insurance Exam Prep ·

2026/10/03

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: - Who must be screened, including employees, contractors, providers, and FDRs - The federal exclusion databases used for screening, such as OIG LEIE and SAM - The

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03:42

AHIP Medicare Exam Prep 47, False Claims Act and...

Insurance Exam Prep ·

2026/10/02

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 the False Claims Act defines knowingly to include deliberate ignorance and reckless disregard without requiring specific intent to defraud - The legal liability

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04:09

AHIP Medicare Exam Prep 46, Stark Law Physician Self...

Insurance Exam Prep ·

2026/10/01

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 between Stark Law strict liability and Anti-Kickback intent requirements - What constitutes Designated Health Services and financial relationships

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03:54

AHIP Medicare Exam Prep 45, Anti Kickback Statute and...

Insurance Exam Prep ·

2026/09/30

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: - Definition and broad scope of remuneration under the Anti-Kickback Statute for the AHIP exam. - How gift cards, free provider screenings, and referral rewards

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03:34

AHIP Medicare Exam Prep 44, HIPAA Privacy and...

Insurance Exam Prep ·

2026/09/29

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 protected health information (PHI) is defined and identified on the AHIP Medicare exam. - The minimum necessary standard and how to apply it during beneficiary

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03:55

AHIP Medicare Exam Prep 43, Reporting Misconduct and...

Insurance Exam Prep ·

2026/09/28

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: - Agents must report suspected misconduct immediately without conducting personal investigations or gathering complete evidence. - Both internal channels like

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04:16

AHIP Medicare Exam Prep 42, Medicare Compliance...

Insurance Exam Prep ·

2026/09/27

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 seven core elements of a CMS-compliant Medicare compliance program - Key distinctions between continuous operational monitoring and formal periodic auditing -

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03:40

AHIP Medicare Exam Prep 41, Fraud Waste and Abuse...

Insurance Exam Prep ·

2026/09/26

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 differentiate fraud, waste, and abuse based on intent, legal entitlement, and efficiency on the AHIP exam. - Real-world scenarios across billing, enrollment,

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03:53

AHIP Medicare Exam Prep 40, Prohibited Medicare Sales...

Insurance Exam Prep ·

2026/09/25

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 handle unsolicited door-to-door contact and cross-selling rules by requiring advance Scope of Appointment documentation. - The fifteen-dollar nominal limit on

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03:58

AHIP Medicare Exam Prep 39, Pre Enrollment Checklist...

Insurance Exam Prep ·

2026/09/24

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

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03:54

AHIP Medicare Exam Prep 38, Marketing Materials...

Insurance Exam Prep ·

2026/09/23

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: - Rules governing TPMO required disclaimers for organizations not offering all regional plans - CMS review, HPMS submission, and material identification number

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03:56

AHIP Medicare Exam Prep 37, TPMOs Lead Generation and...

Insurance Exam Prep ·

2026/09/22

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: - Medicare Advantage plans and Part D sponsors maintain ultimate compliance liability for all TPMO activities. - Explicit beneficiary opt-in consent is required prior

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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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266 results

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