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Retirement Planning
Chapter 13: Employee Benefits & Fringe Benefits/FULL SELF-INSURANCE OF MEDICAL COSTS
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Chapter Study Session

Chapter 13: Employee Benefits & Fringe Benefits

FULL SELF-INSURANCE OF MEDICAL COSTS

01.Core Concepts

• All medical expenses are paid from the client’s accumulated wealth. • Only advisable for very wealthy clients who are in great health, maintain a large amount of liquid assets, and only need to bridge a short gap between group coverage and Medicare • Premiums for insurance are still likely to be a better choice than the risk of paying out extremely high amounts for medical care.