Covers the various definitions of disability, the numerous riders and options available, and the variety of sources for disability income benefits.
Learning 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.
Major Topics
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
