01Start here
Medicare Program Basics
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A calm introduction to eligibility, Original Medicare, Medigap, and the basic ways people receive Medicare coverage.
- —Parts A and B
- —Eligibility and enrollment
- —Original Medicare and Medigap
02Coverage paths
Medicare Advantage and Other Health Plans
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Learn how private Medicare health plans work, including networks, plan types, costs, benefits, and enrollee protections.
- —HMO and PPO structures
- —Plan costs and benefits
- —Rights, appeals, and grievances
03Prescription coverage
Medicare Part D
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Understand drug coverage, formularies, pharmacies, out-of-pocket costs, plan rules, and the questions worth checking each year.
- —Covered drugs and formularies
- —Pharmacy and plan rules
- —Costs and assistance programs
04Know the boundaries
Educational and Marketing Events: What to Expect
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Learn how Medicare educational events differ from marketing events, what may happen during each, and how voluntary follow-up or a later marketing conversation is kept separate from the educational session.
- —Educational versus marketing events
- —Voluntary contact and Scope of Appointment forms
- —Clear separation before any marketing session
05Making a change
Medicare Advantage and Part D Enrollment Guidance
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Understand plan election periods, the information to verify before requesting enrollment in a Medicare Advantage or Part D plan, and what to expect after a request is submitted.
- —Plan election periods
- —Pre-enrollment checks and acknowledgments
- —Enrollment, disenrollment, and follow-up