Course Details

930: Insurance Considerations for the “Mature” Population

February 7 and 9
1:45 PM - 3:15 PM

As we age, it becomes increasingly important that we plan for and obtain coverage to cover the costs of healthcare. The most important forms of insurance in that regard are Medicare coverage; Long-term care funding in the event of the need for care over an extended period of time; and life insurance either to protect loved ones or to pass on a “legacy” in a tax-advantaged manner. This is a two-part course which will address each of these issues. Topics will include:

  • Understanding Medicare Parts A, B, and D (Prescription Drug Plans), as well as the various types of supplementary products available, e.g., Medicare Supplements, Advantage Plans, and Savings Accounts;
  • Ways in which Medicare coverage works vis-a-vis other types of coverage such as Retiree Health Plans;
  • Long-term care planning and funding options; discussion will also address those who have previously purchased Long Term Care policies; and
  • Different types of life insurance and associated features of such policies.

OLLI does not permit solicitation, marketing, or selling of financial products by presenters as part of this study group.

View Syllabus

Class Type: Lecture

Class Format: Online

Hours of Reading: 1-2 hours/session

Study Group Leader(s):

Mark Gottlieb

Mark Gottlieb, MHA President, Gottlieb Insurance Advisory, entered the insurance field after a career in the health services field. He has served as a Manager for Regulatory and Licensure Services for a developer of senior living communities, and as Administrator of a Senior Living Community. He is knowledgeable about all types of LTC services, policies and funding.