EVENT SUMMARY: | FINANCE AND LEGAL GROUP
The following article summarizes the original event which is listed below the summary.

When Will the Medicare Advantage Bubble Burst?

May 8, 2023, at 1pm
 

Recording spreads awareness to rein in the Medicare Advantage (MA) privatized system, and protect traditional Medicare funding.

1. Explains overpayments & profits of Medicare Advantage (MA) health plans, and the legally required return of some profits to enrollees.

2. Medicare Advantage (MA) enrollees have low premiums and broader benefits compared with the TM because the plans are overpaid, not because they are more efficient or altruistic. See slides # 8. Ranking of MA plan attributes, and see slide # 9. MA Coverage negatives including unexpected claim denials, high costs, and delayed payments.

3. See slides # 10, 11 & 12. On Claim Denial & Over Charge Options. This response process is applicable to any claim/medical billing surprises or denials.

4. Below is a supplement to the recording and PowerPoints:

Enrollees in TM (Traditional Medicare) can choose any providers — primary care doctors, specialists and hospitals. MA (Medicare Advantage plans) limit these choices.

Medicare sets payment rates, and the rules for health care providers. Studies suggest that MA prices paid by insurers were close to Medicare Fee–For-Service prices, and were similar in and out of network.  Most Health providers accept Medicare payments without additional charges to enrollees.

 In TM you don't need referrals to see any medical provider, and you don't have to worry about your doctor leaving a plan's network. TM rules do not interfere with medical decisions, and do not have financial incentives to deny services.

Medigap private insurance is only supplemental to traditional Medicare (TM). Medigap policies help cover some of TM out-of-pocket costs, such as deductibles, copayments, and coinsurance, and may pay charges over Medicare payments.  

MA plans can limit your choice of doctor, have financial incentives for doctors to deny services, and can deny, delay, or limit services (for example, discharging from a hospital or skilled nursing facility before your provider thinks you're ready to leave).

A report from MedPage Today on a hearing held in the US Senate on 05/17/23 describes a half-dozen examples of Medicare beneficiaries who were abused by their MA plan. Sen. Bumenthal (D-CT) is quoted saying Medicare beneficiaries who enroll in MA plans "face denials in the middle of major medical crises, forcing them and their loved ones to fight even as they are fighting for their lives. -----"It's fine, so long as you don't need it for the big stuff"; Congress Hearing Explores Medicare Advantage Routines That Deny, Delay Needed Care | MedPage Today

 I welcome your comments on your MN based TM with a supplement, and on your MA plan experience.

~  UMRA Financial & Legal Group, Andy Whitman, FLG facilitator, [email protected], 612-747-6015.

Presenters

Kip Sullivan, JD, a prolific author and health policy advisor to the nonprofit organization Health Care for All Minnesota, and nationally.

Robert Hall, CFP, Carlson MBA (Ret.) an advisor and lecturer in Carlson School Personal Finance and Risk Management courses.

Andy Whitman, JD, PhD, Professor of Finance, The Carlson School, UMN.

Event recording
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FINANCE AND LEGAL GROUP

When will the Medicare Advantage bubble burst?

Mon, May 8 2023, 1pm

Location
By Zoom
 

Join Zoom link, 1pm - 2:30 pm  (no need to register, just use this link)

              Presenters:

                       Andy Whitman, PhD., UMN professor of insurance
                       Kip Sullivan, author and health policy advisor to Health Care for All Minnesota
                       Bob Hall, CFP (retired)

This workshop looks at a troubling issue, described in the March 22, 2023, article 

Biden Plan to Cut Billions in Medicare Fraud Ignites Lobbying Frenzy
By Reed Abelson and Margot Sanger-Katz

The Biden administration has proposed changes to how it would pay private Medicare Advantage plans.  “We need strong oversight of this program,” Dr. Meena Seshamani, the director of the Center for Medicare, said of Medicare Advantage. [See additional references below.]

Why the Medicare Advantage (MA) plans are so overpaid. Kip (20 minutes)

  • History of the privatization of Medicare
  • Favorable selection: Enrollees in Medicare Advantage are healthier; sicker enrollees are driven away.
  • But CMS/HCFA was never able to "risk adjust" premium payments to MA plans downward to match the lower cost of MA enrollees.
  • After 2006, "improved" risk adjustment introduced a new way for MA plans to profit: Upcoding

MA plan profits so large they had to return Billions in premium "over charges".  Andy (5 minutes)      

MA enrollees don't know what their coverage is until they need it! Andy (5 minutes) 

  • Claim denials not challenged
  • Fraud in challenged claim denials
  • Actions when claims are denied

Experience in Medicare Advantage - "To Good to Be True?"  Bob (5 Minutes)    '

UMN's Retiree Medicare Advantage choice?   Andy (5 minutes)

  • Dangers of relying on outside entities to explain employee choices
  • Medicare Advantage (MA) or Traditional Medicare
  • Long Term Care Insurance
  • Engaging a Financial Planner

Terminating MA plan overpayment is essential to protecting the Medicare trust funds. Kip (5 minutes)

  • Medicare trustees predict Medicare Part A will be in the red by 2028

Please send questions and comments that we can address to Andy Whitman [email protected]

References

Medicare Advantage Plans Often Deny Needed Care, Federal Report Finds - The New York Times (nytimes.com)

Opinion | For seniors, Medicare Advantage plans come with big disadvantages - The Washington Post

Medicare Plan Commissions May Steer Beneficiaries to Wrong Coverage | MedPage Today

Did Your Health Plan Rip Off Medicare? | Kaiser Health News (khn.org)

Medicare Advantage Plans Fielded 35 Million Prior Auth Requests in 2021 | MedPage Today

How Insurers Exploited Medicare Advantage for Billions - The New York Times (nytimes.com)

Almanac | Mike Hatch versus Blue Cross | Season 2001 | Episode 6 | PBS



Upcoming Events

Event Date: September 16, 2024, at 10am

We will continue to discuss the pros and cons of Medicare Advantage. You will also hear about notable non-health plan and non-broker resources.


Event Date: September 17, 2024, at 11am

Jon Hallberg, MD, is the creative director of the U of M Medical School’s Center for the Art of Medicine and medical director of the M Physicians Mill City Clinic in Minneapolis. For UMRA’s September 17 Living Well Workshop he will talk about his lifelong effort to embody the art of medicine in all that he does.


Event Date: September 18, 2024, at 10:45am

There is no getting around it. Fall 2024 will include a national election, and to prepare us for the season, we’ll kick off UMRA’s fall forums with a fascinating presentation by UMRA member and former University of Minnesota senior associate general counsel Mark Bohnhorst. 


Event Date: September 20, 2024, at 2pm

Judy Helgen will lead the discussion of Half-Life of a Secret by Emily Strasser, the story of Oak Ridge, Tennessee, when the UMRA Book Club meets at 2 p.m. on Friday, September 20, via Zoom.


Event Date: September 23, 2024, at 9:30am

UMRA Hiking Club regulars Linda and Bruce Anderson will introduce us to a new location for an UMRA Hike: Murphy-Hanrehan Park Reserve in Savage, Minnesota. If you haven't hiked this park yet, you are in for a treat. The hike will be about 4 miles, with an option to do an additional loop, bringing the total to a 6-mile hike. 


Event Date: September 25, 2024, at 10am

Tour all 30 Major League Baseball stadiums with Will Craig, and discover central Scotland with Craig and Janet Swan when UMRA’s Armchair Traveler program meets on Wednesday, September 25, via Zoom.


Event Date: September 27, 2024, at 2pm

October is the season for Nobel Prize announcements, so it is fitting that UMRA’s Fourth Friday Book Club will be reading books by two Nobel Prize-winning authors this fall: Main Street by Sinclair Lewis and Vintage Munro by Alice Munro. 


Event Date: September 30, 2024, at 10am

Topics relevant to managing investments in retirement.  By David Foster, CFP©, CRPC©, CRPS©


Event Date: October 7, 2024, at 9:30am

Our October 7 hike will be a reprise of our hike last summer at William O'Brien State Park.  This is a beautiful park with a winding trail and a great view of the countryside.  The hike is about 5.5 to 6 miles and we'll go at a moderate pace with frequent water breaks.  After the hike, we will eat lunch at Rustic Roots Winery, a half mile north of the park. 


Event Date: October 8, 2024, at 12:30pm

The UMRA Photo Club will meet at 12:30 p.m. at the Hennepin County St. Anthony Branch Library, in the small shopping center at New Brighton and St. Anthony Boulevards. "Plains" is the theme for October.


Event Date: October 13, 2024, at 9am

This trip begins in Madrid and ends in Barcelona with stops 3 cities in between. International round trip airfare from NYC is included in the quoted price. See the attached a copy of the e-brochure with highlights and complete itinerary.  Register by May 1.


Event Date: October 15, 2024, at 11am

Our annual workshop on Open Enrollment for University retiree health insurance plans for the coming year will include information about changes in federal law impacting drug coverage in 2025. The presentation by Katie Kolodge will also include a preview of changes ahead for 2026, when the U will introduce a new “exchange program” offering a wider variety in premium and plan options to choose from and navigators to help guide your decision-making. 


Event Date: October 16, 2024, at 10:45am

We are thrilled and honored that Rebecca Cunningham, MD, the new president of the University of Minnesota, has agreed to share her vision and priorities for the University with us at UMRA’s October luncheon forum. And we hope to have a big turnout to show her that our members are engaged and involved. 


Event Date: October 18, 2024, at 2pm

Should We Stay or Should We Go by Lionel Shriver.


Event Date: October 21, 2024, at 9:30am

We will hike Nerstrand Big Woods State Park, located 15 minutes southeast of Northfield, Minnesota, and about one hour from the Twin Cities northern suburbs, one of the last remnants of Minnesota’s Big Woods. We will see the ancient forests of pre-settlement Minnesota: sugar maple, basswood, elm, green ash, and ironwood trees; over 50 varieties of wildflowers and many species of ferns and mushrooms along the rolling hills and glacial-cut valleys. 


Event Date: October 25, 2024, at 2pm

Vintage Munro is a collection of short stories from throughout the literary career of author Alice Munro, who was awarded the Nobel Prize for Literature in 2013. 


Event Date: October 28, 2024, at 12pm

Your UMRA Travel Committee has added a new Road Scholar tour in 2024 for members, "On the Road: Absolute Southwest - A Canyon Lands Adventure." The journey begins on Monday, October 28, 2024 to Friday, November 8, 2024. Register by May 1.


Event Date: November 1, 2024, at 9am

The Retiree Association at Winona State is inviting UMRA members to join them a trip to Costa Rica in 2024. The final date to register is October 2, 2023. You're encouraged to register some time in August as spaces will fill up.


Event Date: November 11, 2024, at 10am

Estate Planning Attorney Matt Guttman discusses trusts and other estate planning issues.


Event Date: November 13, 2024, at 10:30am

The Kerlan is one of the world’s leading collections of rare books, manuscripts, and original art of children’s literature. It contains the work of more the 1,700 authors and illustrators from the 19th and 20th centuries to today, and it is the founding and largest collection within the University’s Children’s Literature and Research Collections.


Event Date: December 2, 2024, at 10am

Presented by Andy Whitman, PhD, Licensed Attorney, Tax Preparer & Volunteer Financial Planner at Prepare + Prosper.

Choose the moves that are right for you. Everyone's tax situation is different, consult with a tax professional to come up with a financial plan well before year end.