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Early Retirees & Health Insurance Gap
Course Information
Earn:
  • 1.0 NAPFA CE for viewing the program
  • 1.0 CFP® CE, plus 1.0 IAR CE if you submitted a CRD number, with completion of the associated CFP/IAR quiz (IAR CEs are not yet listed in the box at right but ARE available).
Content Level: Advanced
NAPFA Subject Area:B - Insurance & Risk Management

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Course Description

This presentation will equip financial planners with the knowledge and tools to help early retirees navigate the health insurance gap before Medicare eligibility. We’ll explore key healthcare cost concerns, common misconceptions, and the various insurance options available, including COBRA, ACA Marketplace plans, and off-market alternatives. Attendees will also learn strategic financial planning techniques—such as optimizing income for ACA subsidies—to make health insurance more affordable. Through real-world case studies, interactive discussions, and actionable frameworks, advisors will leave with the confidence to integrate health insurance planning into their client conversations effectively.

Learning Objectives
  1. Identify and compare health insurance options for early retirees.

  2. Implement income-based strategies to make health insurance more affordable.

  3. Confidently integrate health insurance planning into retirement discussions with clients.

Speaker
Matt Allen
Founder of Iconic Insurance

Matt Allen is the Founder at Iconic Insurance, where he specializes in helping and educating self-employed individuals, small business owners, and early retirees navigate the complexities of health insurance. With years of experience in the industry, Matt has developed a deep understanding of the financial challenges that come with securing quality healthcare coverage outside of employer-sponsored plans. Iconic Insurance's Mission Statement: We Empower People to Confidently Navigate the Healthcare System.

Summary
Availability:
On-Demand
Release on Jun 11, 2025 12:00 AM Central Daylight Time
Access expires on Jun 30, 2026
Cost:
Member: $40.00
Non-Member: $50.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains:
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