forgehealthinsurance.com

Here for You, Every Step of the Way

Guiding you through complex coverage choices with

expert support and genuine care.

Services

What We Do

We simplify health coverage so you can focus on what matters most

personal-health-coverage

Health Insurance

Personal Health Coverage

Protect you and your family from unexpected medical expenses

medicare-guidance-plan

Medicare

Medicare Guidance Plan

Helping you find the plan that fits your health needs

Who We Help

Coverage for Everyone

Personalized Insurance Coverage for Diverse Need in Florida

Individuals

Personal health coverage

Flexible plan designed to meet your unique health and budget requirements

Families

Family health protection

Comprehensive coverage that supports your family's health and financial well-being

Small Businesses

Group health solutions

Affordable and comprehensive health plans to support your team's wellness

Why Choose Us

Your Trusted Insurance Partner

The health insurance market is complicated and constantly changing. As a local agency, we stay up to date and
provide expert advices, reliable services, and guidance every step of the way.

Local Expertise

Comprehensive understanding of Florida's health insurance landscape

Reliable Service

Transparent and straightforward insurance solutions

Personalized Support

Dedicated guidance customized to your unique needs

FAQs

Common questions about health insurance and coverage options in Florida

What is ACA health insurance?

ACA health insurance refers to plans available through the Health Insurance Marketplace. These plans cover essential health benefits, provide preventive care at no cost, and guarantee coverage for pre-existing conditions.

Anyone who is a U.S. citizen or legal resident and not eligible for Medicare or certain employer-sponsored coverage can apply. Eligibility for financial help depends on household size and income.

Yes. All ACA Marketplace plans must cover pre-existing conditions. Insurance companies cannot deny
coverage or raise premiums based on your health history.

Premium Tax Credits lower your monthly premiums. Cost-Sharing Reductions (CSRs) lower
deductibles, copays, and out-of-pocket expenses (available on Silver plans if you qualify).

Open Enrollment Period: Usually November 1 – January 15 (dates may vary by state). Special Enrollment Period: Available year-round if you experience a qualifying life event such as losing coverage, marriage, or moving.

All plans cover 10 essential health benefits, including preventive care, doctor visits, hospitalization, prescription drugs, maternity and newborn care, mental health services, and pediatric care.

Costs vary by age, household size, location, and income. Many people qualify for subsidies, and some
clients pay under $50/month for comprehensive coverage.

The federal penalty was eliminated in 2019. However, some states (CA, MA, NJ, RI, and DC) may
charge a penalty for being uninsured.

It depends on the plan’s network. Before enrolling, we’ll help you check whether your preferred doctors and hospitals are included.

All plans cover 10 essential health benefits, including preventive care, doctor visits, hospitalization, prescription drugs, maternity and newborn care, mental health services, and pediatric care.

Bronze: Lowest premiums, highest out-of-pocket costs.

Silver: Balanced coverage with extra savings.

Gold: Higher premiums, lower out-of-pocket costs.

Platinum: Highest premiums, very low out-of-pocket
costs.

What is Medicare?

Medicare is a federal health insurance program for people 65 or older, some younger people with
disabilities, and individuals with End-Stage Renal Disease (ESRD) or ALS.

Part A (Hospital Insurance): Covers inpatient hospital stays, skilled nursing, hospice, and some home
health care.
Part B (Medical Insurance): Covers doctor visits, outpatient care, preventive services, and medical
supplies.
Part C (Medicare Advantage): Private insurance plans bundling Part A & B, often with extra benefits like
dental, vision, and hearing.
Part D (Prescription Drug Coverage): Helps cover the cost of medications.

Original Medicare (Parts A & B): Government-run, lets you see any provider that accepts Medicare
nationwide. Doesn’t include drug coverage (Part D is separate).
Medicare Advantage (Part C): Offered by private insurers, often includes prescription drug coverage
and extra benefits, but may have provider networks.

Initial Enrollment Period (IEP): 7 months around your 65th birthday (3 months before, your birthday
month, and 3 months after).
General Enrollment Period (GEP): Jan 1 – Mar 31 each year if you missed your IEP. Coverage now
begins the month after you enroll (changed in 2023).
Special Enrollment Periods (SEP): If you delay Medicare due to employer coverage or other qualifying
events.
Annual Election Period (AEP): Oct 15 – Dec 7 each year, when you can change or join Medicare
Advantage or Part D.

Not under Original Medicare alone. You need either a Part D plan (stand-alone drug coverage) or a
Medicare Advantage plan that includes drug coverage.

Original Medicare does not cover routine dental, vision, or hearing services. Many Medicare Advantage
plans include these benefits.

If you choose Original Medicare, you may want a Medigap plan to cover costs like copayments,
coinsurance, and deductibles. Medigap is not available if you enroll in a Medicare Advantage plan.

Part A: Usually free if you or your spouse paid Medicare taxes for at least 10 years.
Part B: Standard premium applies (set annually by Medicare, often deducted from Social Security).
Part C & D: Costs vary by plan, insurer, and coverage.

Original Medicare: Covers you anywhere in the U.S. (not abroad).
Medicare Advantage: Coverage depends on your plan’s network and rules.
Travel Coverage: Some Medigap plans include limited foreign travel benefits.

Choosing depends on your preferred doctors/hospitals, prescription needs, desired extras (dental,
vision, fitness), and budget (premiums vs. out-of-pocket costs). At Forge Health Insurance, we’ll guide
you step-by-step to compare options and make the choice that’s best for you.

Why should my small business offer health insurance?

Offering health insurance helps attract and retain employees, improve satisfaction and productivity, and
may provide tax advantages while keeping your business competitive.

Group Health Insurance Plans: Traditional employer-sponsored coverage for employees.
ICHRA (Individual Coverage HRA): Employer sets a budget; employees pick their own ACA plan and
get reimbursed.
QSEHRA (Qualified Small Employer HRA): For businesses with fewer than 50 employees, allows
tax-free reimbursements for individual coverage.
ACA Marketplace Coverage: Employers may guide employees to individual plans, though this is less
common if you want to contribute financially.

Generally, you need at least one full-time W-2 employee (not including the owner or spouse) to offer a
group health plan.

Businesses with fewer than 50 full-time equivalent employees are not required to offer insurance.
Those with 50 or more may face penalties if affordable coverage is not provided.

Employer contributions for coverage are typically tax-deductible. ICHRA and QSEHRA contributions
are also tax-free for employees. Small businesses may qualify for the Small Business Health Care Tax
Credit.

C-Corp Owners: Yes, you’re considered an employee.
S-Corp Owners (2%+ ownership): Generally not eligible for tax-free reimbursements.
Sole Proprietors/Partnerships: Owners can’t directly use tax-advantaged plans but may offer coverage
to employees.

Costs depend on the number of employees, their ages, location, and the type of plan. Employers can
set their contribution levels, especially with ICHRA and QSEHRA.

ICHRA: Available to businesses of any size, no contribution limits, very flexible.
QSEHRA: Only for businesses with fewer than 50 employees, with IRS-set annual contribution limits

Original Medicare: Covers you anywhere in the U.S. (not abroad).
Medicare Advantage: Coverage depends on your plan’s network and rules.
Travel Coverage: Some Medigap plans include limited foreign travel benefits.

It depends on your goals:

  • Predictable costs → ICHRA or QSEHRA
  • Traditional benefits → Group plan
  • Employee flexibility → ICHRA
  • Very small team → QSEHRA might be simplest

What is a Health Savings Account (HSA)?

An HSA is a tax-advantaged savings account that allows you to set aside pre-tax money to pay for
qualified medical expenses. You must be enrolled in a High Deductible Health Plan (HDHP) to open
and contribute to an HSA.

HSAs have a triple tax advantage:

  • Contributions are tax-deductible (or pre-tax through payroll).
  • Growth (interest and investments) is tax-free.
  • Withdrawals for qualified medical expenses are tax-free.

Funds roll over year to year, accounts are portable, and balances can be invested.

You must be enrolled in a High Deductible Health Plan (HDHP), not enrolled in Medicare, not be
claimed as a dependent on someone else’s tax return, and not have other disqualifying health coverage
(like certain FSAs).

Individuals: $4,300 per year
Families: $8,550 per year
Catch-up contribution: Extra $1,000 if age 55 or older
These limits are adjusted annually by the IRS.

Qualified medical expenses include doctor visits, hospital bills, prescriptions, dental and vision care,
mental health services, some over-the-counter medications, long-term care premiums, and COBRA
premiums.

Yes. Once your balance reaches a minimum threshold (varies by bank), you can invest HSA funds in
mutual funds, stocks, or other investments. Growth is tax-free.

Before age 65: Non-qualified withdrawals are taxed and subject to a 20% penalty.
After age 65: You can withdraw for any reason without penalty, but non-medical withdrawals are taxed
as income.

HSA: Owned by you, rolls over year to year, portable, higher contribution limits, tied to HDHPs.
FSA: Employer-owned, usually ‘use it or lose it,’ lower contribution limits.

Yes. Employer contributions are also tax-free and count toward the annual IRS contribution limit.