NABIP Medicare study plan

Map the four Parts of Medicare (A, B, C, D) to the coverage each provides, writing a one-line definition for each from memory by week's end

Trace the enrollment timeline from Initial Enrollment Period through General Enrollment Period and Annual Enrollment Period, listing the start and end dates of each window

Explain how late enrollment penalties are calculated for Part B and Part D, including how the penalty duration works

Distinguish Original Medicare from Medicare Advantage in terms of network rules, referrals, and out-of-pocket structure

Answer 25 practice questions on Medicare eligibility and enrollment and log every miss with the reason it was missed

Describe the benefit categories required in every Medicare Advantage plan and identify the optional supplemental benefits a plan may add

Compare HMO, PPO, PFFS, and SNP plan types on network flexibility, referral requirements, and cost-sharing

Explain how Part D formularies and tiers work, including exceptions and appeals a beneficiary can request

Identify who is eligible for a Special Needs Plan and how D-SNP coordination with Medicaid works

Complete 30 practice questions spanning Medicare basics and Medicare Advantage plan types, then re-read the explanations for every incorrect answer

Differentiate Medigap plan letter benefits and explain how guaranteed-issue rights and medical underwriting apply outside the Medigap open enrollment window

Explain the difference between Medicare SELECT and standard Medigap policies

Describe how Medicare Advantage and Medigap interact, including why a beneficiary generally cannot use both to pay the same cost

Calculate a sample beneficiary's annual out-of-pocket exposure under Original Medicare plus Medigap versus a Medicare Advantage plan using stated premium and cost-sharing figures

Answer 25 scenario-based questions on plan selection and justify each answer in one sentence

Review all missed questions from weeks 1 through 3 and reclassify each error as a knowledge gap or a misread question

Recite the key dates and penalty rules for Parts A, B, and D without notes

Explain the difference between Medicare and Medicaid and how dual-eligible beneficiaries are served

Complete a timed 50-question mixed assessment covering Domains 1 and 2

Define fraud, waste, and abuse and give a distinct example of each that a Medicare beneficiary or agent might encounter

Identify the most common FWA schemes in Medicare Advantage marketing, including unsolicited contact, false plan comparisons, and enrollment without consent

Explain the role of the compliance program and how an agent reports suspected FWA to a plan sponsor or CMS

Describe the consequences of FWA violations for agents, including contract termination, civil monetary penalties, and exclusion from federal programs

Answer 25 FWA practice questions and note which scheme category each question tested

State the marketing rules that govern agent conduct, including permitted and prohibited contact methods and required disclosures

Explain the requirements around the Scope of Appointment and when it must be documented

Describe the rules for beneficiary contact during the Medicare Advantage and Part D annual enrollment period, including call-recording and consent expectations

Identify the required elements of compliant marketing materials and the approval process before use

Complete 30 practice questions on FWA and marketing compliance and re-read every explanation

Walk through the annual enrollment period timeline from plan preview through the start of the new plan year and list the key agent action at each stage

Explain the difference between the Annual Enrollment Period and the Medicare Advantage Open Enrollment Period, including who can use each

Describe the requirements for completing and submitting an enrollment application accurately and the beneficiary's right to cancel

Explain how to handle a beneficiary complaint or a request to disenroll

Answer 25 questions on selling-season readiness and compliance, logging any rule you had to guess

Take a full-length timed practice exam covering all four domains and record the score

Review every missed question and map each to its domain and sub-topic

Re-drill weak areas identified in the review until each is answered correctly twice in a row

Recite the key dates, penalty formulas, and FWA definitions from memory in a final self-check