Join today

Medicare in the Workplace: Rules That Change When Your Client Has a Job

Required Live Webinar included in the Medicare-ICHRA Specialist Certification program (General)

  • 68 learners

    Enrolled

  • 1 hour

    Continuing Education Credit Eligible (Select States)

  • 1 hour

    Certifcation Credit

  • Certificate Awarded

    Upon Course & Exam Completion
    What you are going to learn

    Course Overview

    This course bridges the gap between a Medicare agent's existing knowledge of individual Medicare and the rules that apply when a beneficiary is still actively employed and covered under an employer-sponsored plan. It covers the Medicare rules that apply when a beneficiary is actively employed and covered under an employer-sponsored health plan. Topics include Medicare Secondary Payer rules, employer size thresholds, working-aged provisions, delayed Part B enrollment, COBRA interactions, and how ICHRA changes the coordination of benefits dynamic for Medicare-eligible employees. The course also addresses common compliance risks and the Medicare agent's documentation responsibilities in this context.

    You will learn:

    • Medicare Secondary Payer
    • How ICHRA Changes Coordination
    • Common Compliance
    • Agent Responsibilities

    Disclaimers

     No Guarantee of Exam Passage

    Enrollment in this course does not guarantee that the student will pass any required examination. Students must meet all course completion and exam requirements to receive CE credit.

    CE Credit Reporting

    CE credits will be reported only to states in which this course and provider are approved. Students are responsible for verifying that this course satisfies their individual state licensing requirements before enrolling.

    Refund Policy

    Whether you want to boost your career within the company you are working or grow at your own business by applying the latest strategies we teach, this is the way. (See Refund Policy for details)

    Download Proctor Affidavit

    Our Instructors

    Meet Our Instructors

    Marcus Greene

    Provider Director &
    Head Instructor
    Marcus Greene is the Founder and CEO of Saidi Health, the education and certification platform helping define the emerging Medicare-ICHRA market.

    With 18 years of insurance industry leadership, he built Saidi Health to close a critical training gap for agents and is recognized as a leading voice in agent development and the future of Medicare innovation.

    Esther powers

    Instructor
      Esther Powers is a Health Benefits Director and ICHRA strategist with 10+ years of experience driving revenue across health insurance markets.

    Active in the ICHRA space since 2021, she specializes in scaling broker distribution, aligning carrier partnerships, and delivering high-impact education strategies that accelerate adoption and sustainable growth. 

    Heather McKamey

    Instructor
    Heather McKamey is a Medicare and ICHRA specialist focused on guiding employees from
    employer coverage to Medicare.

    With 20+ years in HR and firsthand experience implementing ICHRA strategies, she brings an employer’s perspective—helping organizations and employees navigate reimbursement models, compliance, and Medicare coordination with clarity and confidence.

    Course reviews

    "I gained valuable insights into the Medicare-ICHRA space. Strengthened my understanding of processes I was already familiar with and loved picking up entirely new strategies I hadn't explored before."
    JOHN SMITH
    "I walked away with practical knowledge I can use right away. Sharpened the skills I already had in place and was excited to discover fresh approaches to Medicare-ICHRA that I hadn't considered before."
    KATE PARKER