This module provides an overview of employee group benefits including life insurance, health insurance, disability benefits and other so-called “miscellaneous benefits.” The content will enable you to better understand and identify the tax and nontax characteristics of these plans, their design, and various funding methods.
Kristen MacKenzie, MBA, CFP®, CRPC® is an associate professor at the College for Financial Planning. Kristen has over 20 years of experience in the financial services industry, both as an active financial planner and as a provider of financial education. She graduated from the University of Connecticut with a degree in economics and later received her MBA at the University of Colorado. You can contact Kristen at firstname.lastname@example.org.