Understanding Medicare Estimation and Medicare Secondary Payer (MSP) Rules

  • Class Date
    • – 3:00 pm - 4:00 pm ET
    times shown are in Eastern Time
  • Online webinar

This class has already taken place.

Registration Closed

Description

Overview: This course provides agents, brokers, account executives, account managers and benefit professionals an overview of Medicare estimation processes and the rules governing Medicare as a secondary payer. Participants will learn how to determine when Medicare is primary vs. secondary, how to avoid compliance pitfalls, and the importance of communicating to all potential enrollees on these rules to protect both beneficiaries and plan sponsors.

Learning Objectives: By the end of this session, participants will be able to
1.    Explain the concept and legal foundation of Medicare Secondary Payer (MSP) rules.
2.    Identify when Medicare is the primary or secondary payer in different scenarios.
3.    Understand the Medicare estimation process for group health plans and liability claims.
4.    Apply coordination of benefits principles to real-world situations.
5.    Recognize key compliance and reporting obligations under MSP.

Instructor

Mike Smith

Mike Smith

The Brokerage Inc.

Mike Smith entered the insurance business in 1993 as a marketing and agent service representative at The Brokerage Inc.

He is now the president of The Brokerage, an insurance marketing organization licensed in all 50 states. The Brokerage specializes in life, health, financial, senior insurance products and marketing services.

Smith is responsible for The Brokerage’s marketing strategy, operations, sales support, web site development, public relations, and business development.

Mike and his wife Shannon have three children, Kayli, age 25, Kyle, age 22, and Kinley, age 13.

Available Credit

Insurance Continuing Education
Alabama - 1 credit in Life, Accident and Health
Alaska - 1 credit in General
Arizona - 1 credit in General
Arkansas - 1 credit in Producer General
California - 1 credit in Accident & Health or Sickness
Colorado - 1 credit in Life, Accident & Health
Connecticut - 1 credit in Life, Health Accident, Variable
Approved by the State of Connecticut Insurance Department for insurance producer continuing education.
Delaware - 1 credit in Life/Health
District of Columbia - 1 credit in Life/Health
Florida - 1 credit in (CE0218) CE 2-18 - Life and Health
Georgia - 1 credit in Life & Accident Sickness
Hawaii - 1 credit in Life/Health
Idaho - 1 credit in Life & Health
Illinois - 1 credit in General
Indiana - 1 credit in Life, Accident & Health
Iowa - 1 credit in General
Kansas - 1 credit in Life/Health/Variable
Kentucky - 1 credit in Health
Louisiana - 1 credit in Producer - Life (General Insurance Principles), 1 credit in Producer - Accident and Health or Sickness (General Insurance Principles)
Maine - 1 credit in General
Maryland - 1 credit in Life/Health
Massachusetts - 1 credit in General
Michigan - 1 credit in Life, Accident & Health
Minnesota - 1 credit in General - Classroom Webinar
Mississippi - 1 credit in Life, Accident & Health
Missouri - 1 credit in Life & Health
Montana - 1 credit in Life
Nebraska - 1 credit in General
Nevada - 1 credit in Life & Health
New Hampshire - 1 credit in Producer - General
New Jersey - 1 credit in Health
New Mexico - 1 credit in Health, 1 credit in Life
New York - 1 credit in General Credit - Life Brokers, 1 credit in General Credit - Life/Accident and Health Agents, 1 credit in General Credit - Life Consultants, 1 credit in General Credit - Property/Casualty Agents, 1 credit in General Credit - Brokers
North Carolina - 1 credit in General
North Dakota - 1 credit in Accident & Health
Ohio - 1 credit in General
Oklahoma - 1 credit in Producer/CSR General
Oregon - 1 credit in Life and Health
Pennsylvania - 1 credit in Health
Rhode Island - 1 credit in Life Accident and Health
South Carolina - 1 credit in Life, Accident & Health
South Dakota - 1 credit in Life & Health
Tennessee - 1 credit in Life/Accident & Health/Annuities/Var
Texas - 1 credit in General
Utah - 1 credit in Life, Accident & Health
Vermont - 1 credit in General
Virginia - 1 credit in Life & Health
Washington - 1 credit in General
West Virginia - 1 credit in General
Wisconsin - 1 credit in General
Wyoming - 1 credit in General
SHRM Recertification Program
1 credits

Approval Info

Program Level
Intermediate
Delivery Method
Group Internet Based