Ran Chen, EA, CFP®

Insurance Exam Prep

Education EN ↓ 286 episodes

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 ideal for studying during commutes, workouts, or short study sessions. Created by Ran Chen, EA, CFP®, a...

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Author

Ran Chen, EA, CFP®

Episodes

AHIP Medicare Exam Prep 44, HIPAA Privacy and Medicare Information 29.09.2026 3:34

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 identifi...

AHIP Medicare Exam Prep 43, Reporting Misconduct and Non Retaliation 28.09.2026 3:55

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 co...

AHIP Medicare Exam Prep 42, Medicare Compliance Program Fundamentals 27.09.2026 4:16

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: - The seven core elements of a CMS-compliant Medicare compliance...

AHIP Medicare Exam Prep 41, Fraud Waste and Abuse Distinguished 26.09.2026 3:40

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,...

AHIP Medicare Exam Prep 40, Prohibited Medicare Sales Practices 25.09.2026 3:53

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-selli...

AHIP Medicare Exam Prep 39, Pre Enrollment Checklist and Enrollment Disclosures 24.09.2026 3:58

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-Enroll...

AHIP Medicare Exam Prep 38, Marketing Materials Disclaimers and CMS Review 23.09.2026 3:54

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 no...

AHIP Medicare Exam Prep 37, TPMOs Lead Generation and Call Recording 22.09.2026 3:56

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...

AHIP Medicare Exam Prep 36, Marketing in Health Care Settings 21.09.2026 3:32

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 com...

AHIP Medicare Exam Prep 35, Educational Events versus Marketing Events 20.09.2026 4:13

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: - Core differences in intent, scope, and allowed settings betwee...

AHIP Medicare Exam Prep 34, Individual Marketing Appointments 19.09.2026 4:00

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 acr...

AHIP Medicare Exam Prep 33, Scope of Appointment Rules 18.09.2026 3:51

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 colle...

AHIP Medicare Exam Prep 32, Permission to Contact and Unsolicited Outreach 17.09.2026 3:30

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: - Unsolicited outreach methods such as cold calling, door-to-doo...

AHIP Medicare Exam Prep 31, Communications versus Marketing 16.09.2026 3:42

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...

AHIP Medicare Exam Prep 30, Solving Part D Plan Comparison Questions 15.09.2026 3:38

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 c...

AHIP Medicare Exam Prep 29, Part D Exceptions Appeals and Transition Fills 14.09.2026 3:56

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...

AHIP Medicare Exam Prep 28, Part D Late Enrollment Penalties and Creditable Coverage 13.09.2026 3:58

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...

AHIP Medicare Exam Prep 27, Medicare Prescription Payment Plan 12.09.2026 3:55

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-pock...

AHIP Medicare Exam Prep 26, Extra Help and Low Income Subsidies 11.09.2026 3:39

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, deducti...

AHIP Medicare Exam Prep 25, Current Part D Benefit Phases and Cost Sharing 10.09.2026 4:08

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: - The current CMS standard Medicare Part D structure features th...

AHIP Medicare Exam Prep 24, Part D Covered and Excluded Drugs 09.09.2026 3:45

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, P...

AHIP Medicare Exam Prep 23, Formularies Tiers and Utilization Management 08.09.2026 4:12

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 Medicare Part D plans structure formularies into drug tier...

AHIP Medicare Exam Prep 22, PDP versus MA-PD Plan Selection 07.09.2026 4:00

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 stan...

AHIP Medicare Exam Prep 21, Part D Eligibility and Sources of Drug Coverage 06.09.2026 3:27

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: - Key differences in eligibility requirements for stand-alone PD...

AHIP Medicare Exam Prep 20, Medicare Advantage Election Scenarios 05.09.2026 4:12

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 to identify and select the valid Medicare Advantage electi...