Medicare Compliance Training for Agents and Brokers

Overview

This course meets 2026 CMS Agent & Broker Training and Testing Guidelines requirements for those who sell Medicare products.

Millions of Americans rely on Medicare, but choosing the right plan can be confusing. To assist their clients, insurance professionals 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, and 1876 Cost Plans meet regulatory requirements and demonstrate professionalism to their clients, companies, and businesses.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Learning 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.