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.

• 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