Advanced Self-Funded Certification

CE Requested in all 50 states: up to 5 hours

Reading Materials - Transcript

Viewing Materials – Video

This certification course provides the next level of self-funding training and education for NABIP members to best prepare them to meet their client's challenges and needs. 

Self-funding of group health insurance has increasingly become a very attractive option for many employers. Still, the very complex nature of these plans can lead to many serious mistakes for agents, brokers, and consultants. While the NABIP Self-Funding Certification Course provides basic knowledge about self-funding, this class is specifically directed at the next level – a 200-level course on this very important topic to growing agencies and firms.

This course breaks into four components: 

1. Regulatory Issues that impact group health plans, including ERISA, fiduciary duty, preemption and state stop-loss laws, and Taft-Hartley. 
2. Best Practices for Plan Administration, with an in-depth discussion about issues related to setting up group health plans, finding administrators, plan design, stop-loss and risk financing, dependent eligibility audits, and monitoring claims administration. 
3. Importance of High-Quality Consulting: reviewing the kinds of work that specialists would want to provide to their clients and to be prepared for potential professional liability claims. Topics include preparing your client, mergers & acquisitions, protecting from abuse by vendors performing certain responsibilities for self-funded health plans, claims to monitor, and reporting. 
4. Next Generation in Self-Funding: a discussion of new ideas regarding plan design, operation, and risk transfer that are becoming available in the market. 

Please check your state's CE approval status and rules before purchasing the course.

NABIP Course Refund Policy: To be eligible for a course refund, the student must request a refund within one year of the purchase date. In addition, the course must be intact, meaning the student has yet to begin the course. If the student is entitled to a refund, NABIP will refund the purchase price using the original payment method.

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