Medicare Coordination with Employer Health Plans


Today's insurance advisors whose clientele includes older individuals are expected to be able to render knowledge and advice regarding senior health care and senior health insurance options, including the program that is central to this market:  Medicare. 

This course provides an orientation to the relationship between Medicare and employer-provided health insurance plans and how the two work together. It covers Medicare enrollment options and enrollment periods, and the coordination of benefits between Medicare and employer-provided health insurance - group plans, retiree plans, COBRA, and health savings accounts.  

Learning Objectives

Upon completion of this course, students will be able to:

  • explain the basics of the Medicare program
  • demonstrate understanding of the various Medicare enrollment periods: when and how each is available
  • explain the concept of primary vs. secondary payer, and the conditions that are applicable to each
  • describe the intersection between Medicare and continued health coverage provided under COBRA
  • demonstrate understanding of the relationship between Medicare and health savings accounts, or HSAs, and the potential pitfalls if the rules regarding their interaction are not followed

Designed For

Life and health insurance producers; financial planners and advisors
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