Medicare Compliance Training for Agents and Brokers

Overview

Medicare is vital for millions of Americans, but choosing the right plan can be confusing. Insurance professionals help clients navigate these choices, so they must fully understand the program and its yearly changes. Annual Medicare training ensures those who sell or solicit Medicare Advantage plans, Medicare Advantage-Prescription Drug plans, stand-alone Medicare Prescription Drug Plans, 1876 Cost Plans, and Medicare-Medicaid plans meet regulatory requirements and demonstrate professionalism to their clients, companies, and businesses.

This course meets the CMS 2025 Agent & Broker Training and Testing Guidelines requirements for those who sell Medicare products.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • original Medicare Part A and Part B, including eligibility, coverages, and costs
  • Medicare Advantage plan structures, delivery options, and optional benefits
  • Part D prescription drug plans delivery options, benefits, rules, and costs
  • enrollment periods, the enrollment process and beneficiary options, required consumer discussion points, and disenrollment
  • appeals and grievances procedures
  • marketing and communication regulations
  • the issues of fraud, waste, and abuse in the Medicare program 

Designed For:

Life and health insurance producers and finance professionals required to complete annual Medicare compliance training and carrier partners who want to add to their existing Medicare training program.




Course Information

Adding additional credit may change exam requirements.