Medicare: Other Insurance and Assistance Programs (CPA)

Estimated Time: 4.5 hours


Earn 6 Points for Completing

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UDPATED 2024: The final course in the Medicare Suite, Other Insurance and Assistance Programs looks specifically at how Medicare interacts with different types of existing insurance, focusing on the coordination of benefits. This capstone course will show you how to appropriately navigate the enrollment process for programs that can help those in low-income situations. Course Type: Interactive. Worth 6 Technical CPE Credits (CPA/NASBA).


6 CPE Credits
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Learning Objectives

  • Explain what coordination of benefits means and differentiate between primary and secondary insurance
  • Determine when beneficiary’s current employee insurance pays primary or secondary to Medicare
  • Understand how retiree insurance, COBRA insurance, and Federal Employee Health Benefits (FEHB) coordinate with Medicare
  • Advise beneficiaries about when they may or may not want to delay Medicare enrollment
  • Understand how military benefits coordinate with Medicare, including TRICARE, TRICARE for Life, and Veterans Affairs (VA) Benefits
  • Explain how liability insurance, no-fault insurance, and workers’ compensation work with Medicare
  • Discuss the basics of long-term care and dental insurance
  • Recognize how Health Insurance Marketplaces may affect Medicare beneficiaries
  • Explain what Medicaid is and what makes someone eligible
  • Understand how to apply for Medicaid
  • Discuss the services Medicaid covers
  • Help beneficiaries’ transition among different types of Medicaid
  • Discuss Medicare Savings Programs and how to screen for them
  • Understand the federal Extra Help drug subsidy
  • Seek out state-specific assistance programs
  • Help beneficiaries apply for an array of programs

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Field of Study: Specialized Knowledge - Prerequisites & Advanced Preparation: None - CPE Credit Type: Technical - Delivery Method: QAS Self Study - For more information regarding administrative policies such as complaint and refund, please contact our Customer Success team at or visit our Help webpage.

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CPA: VTR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: This program is valid for 6 CPEs.