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Study Guide- Sickness & Injury

The study guide is provided to guide you through the course material in a step by step format.

Course material is a PDF document.

Chapter 1 – Health Insurance

Assignment: Chapter 1 <<>> Review Questions Chapter #1: # 1-5

When you have completed this chapter, you should be able to:

  • Identify the factors that affect the suitability of long term care insurance for an individual client;
  • Recognize the client disclosures that should be made in any ethical long term care insurance recommendation; and
  • Describe the special suitability and disclosure requirements applicable to the replacement of a long term care insurance policy.

Chapter 2 – Tax-Favored Health Plans

Assignment: Chapter 2 <<>> Review Questions Chapter #2: #1-5

Upon completion of this chapter, you should be able to:

  • Identify the tax treatment given to -
    • Archer Medical Savings Accounts,
    • Health Savings Accounts, and
    • Health Reimbursement Arrangements; and
  • Calculate the contributions that may be made to –
    • Archer Medical Savings Accounts, and
    • Health Savings Accounts.

Chapter 3 – Disability and Long Term Care Insurance Coverage

Assignment: Chapter 3 <<>> Review Questions Chapter #3: #1-5

When you have completed this chapter, you should be able to:

  • Compare the tax treatment of premiums for and benefits paid under individually-paid and employer-paid disability income policies;
  • Identify the tax treatment of premiums for and benefits paid under various business-related disability policies; and
  • Apply the tax rules to long term care premiums and benefits.

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