Session 1

NCDOI Agent Services and NCSHIIP Updates

Angela Hatchell, NCDOI Deputy Commissioner of Agent Services and Melinda Munden, Director of NCSHIIP will provide updates on their respective organizations with a focus on how they can partner with the agent community to better serve Medicare beneficiaries in North Carolina.

Session 2

Federal Medicare Update and working with CMS

John Greene, NAHU VP of legislative affairs will discuss federal Medicare legislation including COBRA Creditable Coverage, Observation Status, and other federal legislative issues. John will also discuss the challenges of working with CMS on behalf of Medicare agents.

Session 3

Understanding  COBRA & HSA Options for the Medicare Eligible

Enrolling Medicare-eligible employees from employer coverage to Medicare can be a challenge. Issues include delaying Part B coverage, proof of employer coverage, applying for Part B SEP, COBRA creditable coverage issues, employee becoming Medicare eligible during COBRA, and HSA contribution restrictions before becoming Medicare eligible.

Session 4

Enrolling Medicare Eligible Veterans

Many Veterans can benefit from enrolling in Medicare Advantage plans, but not all Veterans may be eligible. It depends on which government health coverage (VA, Tricare, ChampVA) they are currently It's important to know the differences.

Session 5

Dual Special Needs Plans (DSNPs)

This session discusses Dual Special Needs Plan (DSNP) rules and eligibility for both Medicare and Medicaid plans and how to enroll.

Session 6

Situational Social Security

Many Medicare Beneficiaries apply for Social Security benefits at the same time. Effective advisors need to understand the issues and questions relating to each client’s specific circumstances when it comes to Social Security. In this session, advisors will learn about the unique situations faced by Single People, Married Couples, Divorced Spouses, Surviving Spouses, Children, and Public Employees

Triangle Medicare Summit 2020

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