Home » Services » Health Insurance

Health Insurance

Purchasing health insurance can be confusing with all the plan options, terminology, and variables to evaluate. At Value Financial Services we have experience advising clients as they navigate this complex process. We will clarify exactly how benefits work so you can compare plans side-by-side, apples-to-apples. Our goal is to simplify, educate, and empower you to optimize your health insurance selection.
Health Insurance
healthcare image

There is no “one size fits all” health coverage solution. We therefore spend extensive time assessing your specific situation, priorities, preferences, and budget. This allows us to match you with plans and carriers expected to best meet your needs and circumstances. It also helps avoid paying for unnecessary benefits not realistically expected to provide value for your personal scenario.

In addition to catastrophic medical plans from insurance marketplaces, we have access to top regional and national PPO, HMO, and hybrid offerings. Choices span across deductible, copay, prescription drug, doctor visit, hospitalization, urgent care, outpatient services, maximum out-of-pocket costs, authorized provider network, and various other components. Wide flexibility exists to custom tailor an optimal solution.

Selecting healthcare coverage involves evaluating tradeoffs between plan premiums, deductibles, and total cost exposure. Balancing these pivotal factors relative to your expected utilization helps determine appropriate coverage that minimizes waste. We simplify this process through education, needs-based guidance, and customization regarding plan selection. Throughout life changes impacting income, dependent status, chronic conditions, or other variables, we reassess your evolving needs to make timely plan adjustments.

Rather than providing general information which can be found online, we offer specialized expertise surrounding healthcare analysis relative to your specific situation. This facilitates navigating an otherwise intimidating process as you seek affordable and effective medical coverage. We simplify complexities. We identify tailored solutions.

Health Insurance planning

Balancing Life Insurance and Indexed Annuities

For a comprehensive retirement plan, a balance between life insurance and indexed annuities can be beneficial. While life insurance provides a safety net for dependents and potential cash value benefits, indexed annuities offer a reliable income source and protection against market fluctuations. The choice between them, or the decision to incorporate both, depends on individual financial situations, risk tolerance, and retirement goals.

Both life insurance and indexed annuities can be integral parts of a well-rounded retirement plan. Life insurance offers protection and potential liquidity, while indexed annuities provide income stability and market-linked growth potential. When used in conjunction, these tools can help create a secure and flexible financial foundation for retirement. Consult with us to tailor these tools to your individual needs and objectives.

FAQ’s

The most common types of health insurance plans include:

  • Health Maintenance Organization (HMO): Offers health services through a network of providers for a fixed annual fee. It typically requires selecting a primary care physician (PCP) and getting referrals to see specialists.
  • Preferred Provider Organization (PPO): Provides more flexibility in choosing healthcare providers. It does not usually require a PCP, and you don’t need referrals for specialists. Out-of-network care is available but at a higher cost.
  • Exclusive Provider Organization (EPO): A managed care plan where services are covered only if you use doctors, specialists, or hospitals in the plan’s network (except in an emergency).
  • Point of Service (POS): A hybrid of HMO and PPO plans. You choose a primary care physician, but you can also see out-of-network doctors at a higher cost.

You can obtain health insurance through several avenues:

  • Employer-Sponsored Plans: Many employers offer health insurance as part of their benefits package.
  • The Health Insurance Marketplace: Established by the Affordable Care Act, it allows you to shop for and enroll in insurance plans. Open enrollment typically occurs once a year, but there may be special enrollment periods for qualifying life events.
  • Directly from Insurance Companies: You can purchase plans directly from health insurance companies outside of the Marketplace.
  • Through Government Programs: For eligible individuals, such as Medicaid or the Children’s Health Insurance Program (CHIP).

While coverage can vary significantly between plans, most health insurance plans in the USA are required to cover the following essential health benefits:

  • Ambulatory patient services (outpatient care)
  • Emergency services
  • Hospitalization
  • Pregnancy, maternity, and newborn care
  • Mental health and substance use disorder services, including behavioral health treatment
  • Prescription drugs
  • Rehabilitative and habilitative services and devices
  • Laboratory services
  • Preventive and wellness services and chronic disease management
  • Pediatric services, including oral and vision care

The cost of health insurance plans varies widely and is determined by factors such as the type of plan, your age, your location, whether you smoke, and the level of coverage. Costs include:

  • Premium: The monthly fee you pay for your health insurance plan.
  • Deductible: The amount you must pay out-of-pocket before your insurance starts to pay its share.
  • Copayments and Coinsurance: Your share of the costs of a covered healthcare service, measured as a flat fee (copayment) or a percentage (coinsurance) of the charge for the service.

A network refers to the facilities, providers, and suppliers your health insurer has contracted with to provide healthcare services. Networks matter because:

  • In-Network: Costs are typically lower when you use an in-network provider because insurance companies negotiate discounted rates.
  • Out-of-Network: Using out-of-network providers usually means higher out-of-pocket costs and some services may not be covered at all.
A common guideline is to carry a total death benefit between 10 to 15 times your gross annual income if you have dependents. This approximates replacing enough income long term while eliminating debts owed. Factor in specific costs needs around college savings, mortgage balances, etc as well.
Experts emphasize age 30 as an important milestone to purchase initial life insurance policies as responsibilities and expenses accumulate for more families. Locking in insurability earlier ensures broad options. Incrementally add additional policies as kids arrive, debts expand etc.
Term life only provides a death benefit payout in event of passing during 15-30 year term length selected whereas whole life functions as forced savings allowing accruing cash value assets while also paying the insured amount lifelong as premiums stay paid.
For relatively small incremental rate increases, waiver of premium ensures policy continuation without further payments if the insured becomes seriously disabled along with conversion options allowing shifting term policies to permanent cash value policies without new health examinations later. Both prove worthwhile.
At age 18 when kids gain control over their financial and healthcare decisions, it is wise to explain life insurance implications within estate planning so they grasp death benefit purpose along with any conversion provisions transferring control to them at particular ages stated.
Scroll to Top