Survey of Employee Benefits _OH

As businesses and producers who work the business market know, employee benefits are key to attracting and retaining employees and are central to increasing productivity. This course provides an in-depth look at the most common types of employee benefits that employers provide. It explains the way these plans operate and function and their often complex rules. Ideal for the practitioner who is considering entering the employee benefits market or for those who would like a review of the subject, the course also examines the role of financial advisors in educating clients and identifying the various types of insurance programs that meet clients’ needs. 

The course includes the following chapters:
  • Group Life Insurance
  • Group Term Life Insurance
  • Group Permanent Life Insurance
  • Group Health Insurance
  • ACA’s Effect on Businesses
  • SHOPs
  • Other Tax-Favored Health Plans
  • Group Disability Coverage
  • Voluntary Benefits
  • Employer-Sponsored Qualified Retirement Plans
  • Executive Benefits and Nonqualified Plans
  • The Role of the Financial Advisor
This is an advanced level course. Upon completion, students will be able to:
  • explain the characteristics, advantages, and disadvantages of group life insurance
  • describe the primary forms of group health insurance
  • explain the impact of the Patient Protection and Affordable Care Act on group health insurance
  • demonstrate an understanding of employer options with SHOP coverage
  • compare group short-term and long-term disability coverage
  • identify the principal types of voluntary employee benefits available in the marketplace
  • demonstrate understanding of the use, application, and appeal of nonqualified plans 
  • identify the employee and employer benefits normally associated with qualified retirement plans
  • describe the role of the financial advisor in helping employers implement appropriate employee benefit plan solutions 

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