Medicare Coordination with Employer Health Plans

Overview

Insurance producers and financial consultants must advise on senior health care and insurance options, especially Medicare. This course explains the relationship between Medicare and employer-provided health insurance, covering enrollment options, periods, and coordination of benefits with group plans, retiree plans, COBRA, and health savings accounts. With many over 65 still working, this is a crucial aspect of retirement planning.

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License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • Identify the basics of the Medicare program
  • Distinguish among the various Medicare enrollment periods: when and how each is available
  • Recognize correct applications of primary vs. secondary payer, and the conditions that are applicable to each
  • Recognize the rule and practicalities related to the intersection between Medicare and continued health coverage provided under COBRA
  • Identify the rules governing the relationship between Medicare and health savings accounts (HSAs), and the potential pitfalls if the rules regarding their interaction are not followed

Designed For:

Life and health insurance producers and finance professionals


WebCE® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

Course Information

Adding additional credit may change exam requirements.

Advanced Preparation: None