Medicare and Its Gaps: What You and Your Clients Simply MUST Know
Total Credits: 1 including 1 Management Services
- Average Rating:
- 111
- Faculty:
- Andy Landis
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
- Never expires.
Description
Healthcare costs threaten to bust retirement plans. Your clients know it and look to you for options and solutions. In this session you'll discover answers to crucial client questions: How does original Medicare work? What are Parts A & B? Are there deadlines for enrolling? Do I really need supplemental insurance? Where can I get unbiased information and advice? After this session you'll be ready and able to answer client questions and direct them to valuable resources. And from now on, you'll tickle every client file for three months before their 65th birthday.
Basic Course Information
Learning Objectives*Medicare ABCs: When to apply. Part A. Part B
*Three pathways to fill the gaps in Medicare.
* Medigap plans.
* Advantage plans
*Part D Plans
*LTC Plans
Major Subjects
*Medicare Basics: When to enroll (age 65 rules and exceptions). How to enroll. Need to supplement Medicare.
* Medicare Coverage: Two Parts of “Original” Medicare
* Part A: Hospital Insurance. Inpatient hospital care plus follow-up care. No premium for most.
* Part B: Medical Insurance. Doctor, outpatient, and certain other services. 2016 monthly base premium. Part B variable premiums and income brackets.
* Gaps in Medicare—pre-65 and post-65
* Filling the Gaps in Medicare--Before 65/Medicare eligibility: Retiree plans. Employer group plans. Individual plans
Course Materials
| Handout_Slides (4.39 MB) | Available after Purchase | ||
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
Faculty
Andy Landis Related Seminars and Products
Andy Landis is one of the nation’s leading educators on Social Security and life planning for retirement. A speaker, author, and consultant, Andy’s mission is to deliver clear, accurate information with generous helpings of fun and humor. Andy conducts training seminars for the Financial Planning Association, the American Institute of CPAs, Fortune 500 firms, and others, for financial professionals and the public.
His books include:
• The award-winning Social Security, The Inside Story (Crisp Publications), hailed as the best book on the topic
• Social Security: Answering the Top Ten Client Mysteries (College for Financial Planning)
• Social Security for the Financial Professional (American Institute of CPAs)
Articles by Andy have appeared in numerous magazines, and he was profiled in Financial Planning magazine. He has appeared on television, radio, training videos and audio tapes, national videoconferences, and live webcasts.
Andy’s background includes employment at AARP and the Social Security Administration. At AARP Andy served as Social Security Project Manager for the nine states of the West Region, formed a cadre of volunteer spokespersons, and created the worksheet How Would YOU Change Social Security? At SSA he served as Field Representative and created the videotape Social Security: It Never Stops Working.
Andy is a past state chapter president of the International Society for Retirement Planning.
Additional Info
Basic Course Information
PrerequisitesNone
Advanced Preparation
None
Designed For
All CPAs
Course Developer
WSCPA
Date Added to Catalog
03/31/2016
Original Recording Date
04/07/2016
Yellow Book
No
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Reviews
| 5 |
|
| 4 |
|
| 3 |
|
| 2 |
|
| 1 |
|