Continuing Education (CE) training for benefits brokers and consultants

Account based health plans

Covers the ins and outs of account based health accounts (HSAs, HRAs and FSAs), reviewing eligibility and contribution rules, pros and cons, and frequently asked questions about these tax-advantaged accounts.

HSA rules and regulations

Topics include HSA eligibility and contribution rules such as HSA utilization, and HSA taxes and penalties.

HSA participation and contribution

Provides attendees with a comprehensive understanding of the rules and regulations relating to HSA participation and contribution.

HSA record keeping, taxes, and penalties

This course reviews eligible HSA expenses, contribution rules, testing periods and penalties, the IRS publications and reference tools available to account holders, along with various required tax forms.

Getting to Know Cobra Coverage

Throughout this course we’ll show you how COBRA works and is utilized by employees who elect continuation coverage. You’ll learn the basics of COBRA coverage, who qualifies for it, the required notifications of COBRA, the length and payments for coverage, and the benefits COBRA provides.

Our learning objectives for the course include providing learners with an understanding of COBRA coverage and its requirements and benefits. It will then provide some insights into how people go about using COBRA continuation coverage.

Upon completion of the course, attendees will have a better grasp of how COBRA works and what they need to know in order to help others determine whether COBRA is the most beneficial health plan option for them given their situation.