Medical health care coverage (like HSA, COBRA, dental, eye care, and supplemental types of insurances) can be a relevant topic for a Financial Professional to discuss with their client.

The Medical type of insurance provides a means to add "Health Insurance", "HSA (Health Savings Account)", "Critical Illness", "Dental Coverage", "Health Coverage" among others, to the map. Describe the type of insurance by using the Reference name and Carrier fields of the financials' edit window. This will create a non-dollar value tile on the map for your discussions. Take note that though appearing on the Financials list page, it is not included on the Policy Summary nor Target-Maps.

If you wish to consider health care or other uncategorized type as an insurance with a dollar value, consider using the Other insurance type. This creates an insurance tile with a dollar value, but is not reported on the Policy Summary page, nor within a Target-Map.

Examples of Other insurance types could include Liability Insurance, Accident, Critical Illness, Hospital Indemnity, Caregiver Solutions, Pet Insurance, Identity Theft Protection, to name a few.

Tags: health, critical care, Medicare, Medicaid, HMO, policy, emergency, HSA, nursing home

7/2024