U.S. Disability, Long-Term Care, Retiree Benefits Specialist

2 sequenced courses

GH 101
Benefits and Pricing ▼
  • Plan & Product Provisions: Understand how to describe plan provisions typically offered under short-duration contracts (medical, dental, vision, prescription drug, group life).
  • Manual Rates: Calculate and recommend a manual rate for each of the contracts described in Learning Objective 1.
  • Underwriting & Funding: Apply principles of pricing, risk assessment, and funding to an underwriting situation.
  • Employee Benefits: Evaluate and recommend an employee benefit strategy.
  • View course page to access the syllabus and see the enhancements.
GH 201-U
Valuation and Regulation, U.S. ▼
  • Reserving: Apply valuation principles for short duration group and health insurance contracts.
  • Financial Statements: How to prepare and interpret insurance company financial statements in accordance with Statutory Accounting Standards and GAAP.
  • Regulation: Evaluate the impact of regulation on insurance companies and plan sponsors in the U.S.
  • Government Programs: Describe government programs providing health benefits in the U.S.
  • Flow of Funds: Describe the flow of funds in the health care system and the role of providers in the system.
  • View course page to access the syllabus and see the enhancements.

2 additional courses

CP 321
Disability, Long-Term Care, and Long-Duration Health Contracts ▼
  • Plan & Product Provisions: Describe benefits typically offered under long-duration contracts (disability income, long-term care, critical illness, Medicare Supplement).
  • Manual Rating: Calculate rates for each of the contracts described in Learning Objective 1.
  • Reserving: Apply valuation principles for long-duration contracts.
  • Financial Statements: Prepare and interpret insurance company financial statements for long duration contracts.
  • Retiree Group Benefits: Design and perform valuations of Retiree Group Benefits.
  • Asset Adequacy: Apply asset matching and asset adequacy standards as they apply to long duration contracts.
  • View course page to access the syllabus and see the enhancements.
CP 351
Asset Liability Management ▼
  • Objectives of Asset Liability Management: Understand the objectives of Asset Liability Management (ALM).
  • Measuring Risk from Assets and Liabilities: Understand how to measure risks from assets and liabilities.
  • Tools and Strategies to Manage ALM Risks: Understand tools and strategies to manage ALM risks.
  • View course page to access the syllabus and see the enhancements.