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Savvy Medicare Planning for Boomers

Topic

Program ID

199648

Hours

6

Format

Self-Study

Complexity

Overview

Description

Comprehensive program describing Medicare rules, guidelines for supplemental insurance, and how to estimate health care expenses in retirement.

Learning Objectives

To explain the four parts of Medicare To analyze a client's health care costs, including Medicare premiums, deductibles, copayments, and supplemental insurance premiums and out-of-pocket costs To understand the various enrollment periods so they can help clients determine when they need to enroll in Medicare To explain the difference between Original Medicare and Medicare Advantage To help clients avoid late-enrollment penalties To help clients analyze their health insurance options from year to year To analyze and project health care expenses in retirement and develop a plan for meeting them