Advanced Homecare’s Post

Why invest in billing education for your DSO? Because a well-informed team can mean more revenue and smoother processes! Stay ahead of the game with the latest insurance policy and regulation updates. Let's keep learning together! 💡 ⁠ #DentalSuccess #BillingEducation #InnovateYourPractice

PPLI is a customized no-load variable universal life insurance policy that allows the policyholder to customize the investment options within the policy. I know the senior management in the offshore and domestic PPLI carriers, and they know me. I have implemented many policies as a broker and recommended strategies that resulted in many policies being written. In recent years, I have performed the legal structuring involved in the placement of PPLI and PPVA. If you have not considered PPLI or PPVA, please call me so we may discuss the advantages of such strategies or let me know the ins and outs of a better strategy. The wiser course of action is to take a chance on me while you analyze the tax and planning benefits of PPLI. #AlternativeInvestment #TaxSolutions #Investment #Tax #PrivatePlacementLifeInsurance #PPLI #MaltaPensionPlan #MPP #TaxPlanning #EstatePlanning #Lawyer #LifeInsurance #Insurance #FinancialPlanning #TaxDeferral #Beneficiary #TaxStrategy #HighNetWorth #InstitutionalBuyer #Estate #AssetsUnderManagement #USMA

PPLI is a customized no-load variable universal life insurance policy that allows the policyholder to customize the investment options within the policy. I know the senior management in the offshore and domestic PPLI carriers, and they know me. I have implemented many policies as a broker and recommended strategies that resulted in many policies being written. In recent years, I have performed the legal structuring involved in the placement of PPLI and PPVA. If you have not considered PPLI or PPVA, please call me so we may discuss the advantages of such strategies or let me know the ins and outs of a better strategy. The wiser course of action is to take a chance on me while you analyze the tax and planning benefits of PPLI. #AlternativeInvestment #TaxSolutions #Investment #Tax #PrivatePlacementLifeInsurance #PPLI #MaltaPensionPlan #MPP #TaxPlanning #EstatePlanning #Lawyer #LifeInsurance #Insurance #FinancialPlanning #TaxDeferral #Beneficiary #TaxStrategy #HighNetWorth #InstitutionalBuyer #Estate #AssetsUnderManagement #USMA

Are you an auditor or a financial statement preparer? Wonder how to account for life insurance contracts with a cash surrender value? Probably has not kept you up at night 😂😂😂 but... important to know. The Accounting Standards Board has released Accounting Guideline 21 into the handbook. This Guideline establishes the accounting treatment for cash surrender value of a life insurance policy. This includes recognition and measurement of cash surrender value, presentation of policy premiums and change in cash surrender value, and related disclosures. The effective date is January 1, 2026, but earlier adoption is permitted. Check it out in your Knotia subscription. Always good to be in the know on accounting standards changes.

It's here! One document to house all the info you need to know about codes. This Insurance Reimbursement Guide has all of the SLP CPT codes and my personal Modifier glossary for your to understand and use modifiers appropriately. The extra bonus is ....I created a column next to each CPT code for you to document your reimbursement rate AND I included some note pages for you to document any differences in rates per insurance. It's your one stop shop document to keep all of your coding information in one place. You can get this digital download on my website: https://lnkd.in/eD7hdrud #slp #slplife #slpentrepreneur #slpprivatepractice #slpsinprivatepractice #privatepractice #privatepracticebasics #slpprivatepracticebeginners #slpinsurancebilling #slpinsurancebiller #slpprivatepracticebasics #slplikeaboss #slpgrad #slpgradstudent #slptobe #slp2be #speechpath #speechpathology #speechlanguagepathology #blackslp #blackspeechlanguagepathologist

A PPVA differs from a traditional annuity in much the same way a PPLI policy differs from traditional life insurance. The insurer is responsible for arranging the annuity structure, leaving the choice of investment manager and custodian to the contract holder. The investment manager then instructs the insurance company on what underlying investments to make for the annuity. As with PPLI, the investments in a form of an Insurance Dedicated or a Separately Managed Account underlying a PPVA are held separate from the general account of the insurer and not subject to the insurer’s creditors. Unlike a traditional annuity, a PPVA does not have features such as income guarantees or principal protection. As a result, PPVAs generally have substantially lower fees. #PPVA

With today's delivery, my Fall calendar just filled up! Received my books for for A340 - Applied Business Practices in Insurance, which will be my third #ACIP course #insuranceinstituteofcanada #claimsadjuster #continuededucation #knowledgeispower #iins #iic

I’m constantly looking for innovative strategies that go beyond conventional financial discussions. And I’ve found a discreet yet powerful financial instrument in private placement life insurance (PPLI). You’re probably thinking PPLI is just for insurance? Nope!   At its core, PPLI isn’t just a life insurance policy; it’s a tool tailored for high-net-worth individuals seeking tax-efficient wealth transfer, asset protection, and investment growth opportunities. I find the intricacies of PPLI fascinating, merging life insurance security with a dynamic range of investment prospects and tax advantages.   The beauty of PPLI lies in its ability to accommodate a diverse array of assets, from traditional investments to alternatives like private equity, private real estate, and private credit. It can be a strategy that aligns your finances with your unique life goals to help you grow, protect, give, and live your wealth to the fullest.   It’s just another tool where you can #redefineyour96.   Has your wealth manager told you about PPLI? Want to hear more? Let’s connect!   #WealthManagement #PPLI #NetWorthwhile #EmpowerYourFinances #WealthMythBusters

No Claim On File When getting the status as no claim on file, always check the clearinghouse whether the claim was sent to insurance or it is rejected, if it is rejected then work as per the rejection. There could be more than one CPT billed on the same DOS or two DOS could be billed in a single claim form, so always open the claim form and provide the DOS range and total billed amount as mentioned in the claim form. POTF stands for Proof of timely filing. You can consider the below proof as POTF if these occurred within TFL. An initial filed claim to the same insurance which is not received by the payer. Initially rejected claims.  Initial billing to any other payer.                                  No claim on file                                        ↓                         May I have policy effective and termed date?                                        ↓                       Check DOS lies between effective and termed date                       ↙                                        ↘                     Yes                                         No                       ↓                                          ↓                           May I have the TFL? ← ←                   Is there any other policy                       ↓                ↖              active for the patient on DOS?              Check DOS lies within TFL     ↖               ↙              ↘                ↙               ↘          ↖             Yes              No              Yes                No         ↖           ↓                ↓               ↓                  ↓            ←   May I have         May I get        May I have claim       Can we fax or           Policy ID, Policy      call ref#?         mailing address,        mail the claim           effective and        Payer ID and Fax#?    along with POTF?          termed Date?               ↓        ↖       ↙       ↘        May I get call ref#?   ↖ ← No       Yes                                        ↓                                  May I have Fax#                                           or Mailing address                                  to send claim along                                   with POTF?                                        ↓                                 May I get the call ref#? #ARLearning