Protecting Seniors: Ethical Practices in the Medicare Market

Overview

This course centers around the theme of ethical conduct of insurance and financial professionals working in the Medicare market. It examines the characteristics of Medicare beneficiaries, and some unique challenges that may arise when working with this demographic and in the Medicare space in general.

Find this course for your license

License or Certification

Regulator

Learning Objectives

Understand the demographics of the Medicare market, the common physical and psychological challenges that often accompany aging, and the need to adapt communication when necessary to accommodate those challenges.
Discuss the many choices facing Medicare enrollees and how to best assist clients in understanding and working through the options to ensure their plan choices meet their goals and needs.
Explain the difference between a recommendation that is suitable for the client versus a recommendation that is also in the best interest of the client.
Understand the CMS rules related to Medicare sales and the requirements and prohibitions detailed in the CMS Medicare Communications and Marketing Guidelines.
Describe principles of ethical conduct and discuss how those principles apply to the Medicare market.

Designed For:

Insurance agents and financial professionals working in the Medicare market.

Course Information

Adding additional credit may change exam requirements.

Prerequisites:

An understanding of Medicare, Medicare Advantage, and Part D plans.

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