Health Insurance Planning 2025-26

Overview

Your health is one of your most valuable assets, and the decisions you make around it can shape both your financial future and quality of life. This course breaks down the key options for medical coverage, from workplace plans to government exchanges and health savings accounts. You’ll gain a clearer view of how to protect your clients - and yourself - from financially devastating health events by analyzing the personal, tax, and financial factors that matter most.

Highlights

• The interrelationship of health, happiness and financial well
  • being
  • Tax planning for health care costs
  • The failures and successes of the Affordable Care Act
  • Medical insurance terminology, alternatives and strategies for selecting the best option
  • The pros and cons of health savings accounts

Prerequisites

None

Objectives

• Determine medical insurance terminology and options
• Recognize the tax benefits of and differences between plans
• Identify the correct path through the myriad choices when exploring health insurance options

Preparation

None