Self-Study

Surgent's Health Savings Accounts, Long-Term Care, Nursing Homes, and Other Health Planning Issues (OHPI)

  • Monday, May 1 – Sunday, December 31, 2017

  • 2
    CREDITS
    Finance, Taxes

The purpose of this course is to discuss the health issues and planning concerns of people in the RED Zone, that age when the years of dreams about peaceful and enjoyable retirement somewhere over the rainbow become the often fearful realities of dealing with the here and now (or almost here and now).

Objectives

  • Summarize the changing conditions and challenging health-care issues facing the elderly in the current elder-health-care crisis
  • Identify and describe the tools and techniques for handling decision-making and managing one's affairs in the event of incapacity
  • Explain the features, rules, and tax treatment of health savings accounts
  • Describe the general eligibility, enrollment, and coverage rules as well as costs for Medicare Parts A (hospital), B (medical and doctor services), and D (prescription drugs)
  • Outline the features of long-term care insurance policies and explain the criteria to evaluate in selecting policies
  • Describe how one can use a single-premium life/long-term care policy to solve two problems with one tool
  • Summarize the criteria for choosing a nursing home or insuring for nursing-home care

Highlights

  • The elder health-care crisis
  • The tools and techniques for handling decision-making and managing ones affairs in the event of incapacity
  • The features, rules, and tax treatment of health savings accounts
  • The general eligibility, enrollment, and coverage rules as well as costs for Medicare Parts A (hospital), B (medical and doctor services), and D (prescription drugs)
  • The features of long-term care insurance policies and the criteria to evaluate in selecting policies
  • The use of single-premium life/long-term care policies to solve two problems with one tool
  • The criteria for choosing a nursing home or insuring for nursing-home care

Additional Information

Designed For

CPAs, investment advisers, insurance professionals, trust administrators, bankers, and any other financial services professionals seeking to expand their knowledge and competence and to expand their professional services in the arena of health care planni

Vendor

Surgent

Advanced Preparation

None

Prerequisite

None

Field of Study

Finance, Taxes

Course Number

17OHPI-DN

Level of Knowledge

Intermediate

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