Medical, Disability, and Property and Casualty Insurance

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  • Location
    • Your Space
      Your Space
      Self Study - AICPA, ID 00000
  • Credits
    • 4.00
  • Credit Type(s)
    • Specialized Knowledge - Technical (4.00)
  • Prerequisites
    • Basic knowledge of the areas of personal financial planning (PFP).

  • Vendor
    • AICPA
  • Level
    • Intermediate
  • Fields of Study
    • Specialized Knowledge
  • Message
    • When & Where You Want

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

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