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Group Insurance, 7th Edition

Topic

General Principles of Financial Planning

Program ID

328313

Hours

4

Format

Self-Study / Traditional course (50+minutes)

Complexity

Intermediate

Description

Group insurance is a different animal. Get practical advice on enrolling, installing, and servicing group plans for life, health, and long-term care insurance. This course includes coverage of tax rules, Section 125 plans, and the impact of managed care and health insurance portability requirements

Learning Objectives

1. Compare and contrast group and individual health insurance alternatives, including fee for service and managed care health plans. 2. Incorporate expected retiree health costs in a client’s retirement plan, in consideration of household financial resources, existing or future coverage under group insurance plans, and Medicare. 3. Explain alternatives for acquiring health coverage including COBRA and Medicaid. 4. Explain how benefits and contributions are taxed.