Description
Covers the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.
Objectives
- Identify a hybrid managed care plan.
- Determine which Medicare program is sold by a private insurance company.
- Select a tax-advantaged plan that may be used to supplement retirement income.
- Distinguish between a group and an individual long-term care insurance contract.
- Recall the program that provides disability insurance coverage for workplace accidents.
Highlights
- Health Insurance
- Significant legislation, plan features, types of plans, tax advantaged plans, taxation and income tax planning, integration with PFP
- Long-Term Care Insurance
- Types, policy provisions, self-insuring, taxation and tax planning, integration with other areas of PFP
- Disability Insurance
- Sources of compensation, policy definitions, optional benefits and riders, business disability plans, taxation and income tax planning, integration with other areas of PFP
- Property and Casualty Insurance
- Homeowners, personal auto, excess liability, taxation and income tax planning, integration with other areas of PFP