HIPAA Principles and Provisions v3.0

HIPAA Principles and Provisions examine the genesis of many of the legislation's provisions in the National Uniform Billing Committee and in earlier attempts to impose healthcare reform. It considers the changes the legislation made in the rules applicable to group and individual health insurance plans with respect to the imposition of pre-existing conditions exclusions and the insurer's ability to decline to offer coverage, changes that provided a conceptual basis for the more significant changes implemented under the Affordable Care Act.

Archer medical savings accounts (MSAs) - the pilot program that acted as a precursor to health savings accounts (HSAs) - are explained. The important MSA issues relating to eligibility, permissible contributions and the tax treatment of contributions and distributions are examined.

In addition to a discussion of HIPAA's early attempt to change some of the traditional health insurance underwriting rules, the simplification of healthcare administration contained in Title II of the legislation is also examined. In so doing, HIPAA's requirements concerning electronic transactions, security, national provider identifiers (NPI) and privacy of protected health information are examined.

"Important: This course was previously titled as "HIPAA Principles and Provisions (Updated - 2)" Please be aware that the content or course code has not changed."

Learning Objectives:

Upon completion of this program, you should be able to:

  • Recognize the early efforts at healthcare reform.
  • Identify the contribution and other limits applicable to medical savings accounts.
  • Recognize the requirements for medical savings account eligibility.
  • Determine how to apply the tax rules to medical savings account contributions and distributions.
  • Identify the entities directly impacted by the HIPAA's administrative simplification provisions.
  • Recognize the security and privacy regulations imposed by HIPAA regulations on personal health information.

Prerequisites/Advanced Preparation:


Speaker / Author:

Paul J. Winn CLU ChFC

B.A. (Philosophy), St. John's University (1961 – 1964) Law School, University of Virginia (1964 – 1965) MBA program Binghamton University (1986-1989)
CLU (1985)
ChFC (1987)

Thirty years in the life insurance and investment industry (1965 – 1995). Nineteen years as a financial writer, editor and trainer (1995 – 2014).

Mutual Life Insurance Company of New York
Product developer
Compensation officer
Sales manager

Security Mutual Life Insurance Company
General agent
Marketing vice president
Agency vice president
Vice president - strategic planning officer

Principal Financial Group
Agency Manager

Maryland Financial Corporation

Freelance Writer & Editor
Published book author.
Writer & editor of major mutual life insurance company’s agent training university. Creator of more than 200 insurance, securities and tax training courses in online, print and scripted classroom formats.

Insurance Industry Involvement
Member, Board of Directors, Baltimore Chapter of CLU & ChFC
Chairman of Continuing Education, Baltimore Chapter of CLU & ChFC
Moderator, GAMA Agency Managers Training Course (AMTC) Baltimore
Member, Board of Directors, Southern Tier (NY) Chapter of CLU & ChFC
President, Southern Tier (NY) Chapter of CLU & ChFC 1987-1989
Member/Secretary, Advisory Board to New York State Insurance Department 1985-1989


Price (USD)

Standard: $99.80


Course Code : 99WIN06-v3

Release Date : 06/10/2019
Expire Date : 12/31/2021
Credits :
CPE 4.00
QAS 4.00

Course Level : Basic
Course Type : QAS Self-Study
Length : 3hr 20min
Passing Grade : 70%
Field Of Study : Specialized Knowledge
Theme : Miscellaneous

Format Type : eLearning
Mobile Compatible

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