Your colleague works…
Your colleague works at a third party marketing organization, TMO and she said she did not need to take the Medicare training for brokers and agents or pass a test to market Medicare plans since her contract is with the TMO, not the plans that have the products she sells.
You could tell her she is wrong, and that only agents selling Employer/union group plans are permitted an exemption from testing, but some employer/union group plans may require testing to promote agent compliance with CMS marketing requirements.
Related posts:
2024年第一保健LIP生活改善計劃 (Life Improvement Plan－雙重資格 特殊需要計劃)
The Open Election Period (OEP) is for beneficiaries
Plans sold before an agent has completed the necessary licensing
The Open Enrollment Period (Institutional)
To order enrollment kits for Aetna Medicare products
The difference between LIS and the Medicare Savings Program