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Textbook
1. General Insurance Concepts
2. Producer Roles and Receipt Types
3. Principles of Life Insurance
4. Underwriting
5. Term Life Insurance
6. Whole Life Insurance
7. Variable Insurance Products
8. Group Life Insurance
9. Life Insurance Provisions
10. Annuities
11. Taxation of Life Insurance Products
12. Qualified Retirement Plans
13. Health Insurance Basics
14. Required Policy Provisions
15. Optional Policy Provisions
16. Medical Expense Insurance
17. Group Health Insurance
18. The Affordable Care Act (ACA)
19. Disability Income Insurance
20. Accidental Death and Dismemberment Insurance
21. Long Term Care Insurance
22. Dental Insurance
23. Section 125 Plans and Limited Policies
24. Federal Government Programs
25. Medigap and Medicaid
26. Health Insurance Taxation
Wrapping Up
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18. The Affordable Care Act (ACA)
Achievable Life & Health
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The Affordable Care Act (ACA)

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What the ACA Was Designed to Do

The Affordable Care Act (ACA), officially signed into law in 2010, was designed to make health insurance more accessible and more consistent across the country. Before the ACA, many people were denied coverage due to preexisting conditions, charged more based on their health, or faced caps on how much their plan would pay. The law introduced new consumer protections and created a framework for expanding coverage through Medicaid, private plans, and subsidized options.

The ACA also aimed to increase accountability for insurance companies, standardize coverage rules, and ensure that more Americans could afford a basic level of health care. In the insurance industry, it had a major impact on how individual and small group policies are priced, sold, and regulated. Many of its core provisions are still tested on state licensing exams, even if some federal mandates (like the tax penalty for not having coverage) are no longer enforced.

Core Insurance Reforms

The ACA introduced a series of insurance reforms that apply to both individual and group health coverage. These rules continue to appear on licensing exams and represent some of the law’s most important lasting impacts.

One of the biggest changes was the elimination of preexisting condition exclusions. Before the ACA, insurers could deny coverage or refuse to pay for care related to a person’s health history. Under current law, health plans must accept all applicants regardless of medical background, and they cannot charge higher premiums based on health status.

Another major reform was the requirement for guaranteed issue and guaranteed renewability. All new health insurance policies must be offered to anyone who applies and must be renewable each year as long as premiums are paid.

The ACA also requires that health plans cover dependent children up to age 26, even if the child is not a student or is married. This rule applies to both individual and group plans.

To protect consumers from catastrophic medical bills, the ACA prohibits plans from placing annual or lifetime dollar limits on coverage for essential health benefits. This means that as long as a service falls within one of the required categories, there can be no hard cap on how much the plan will pay.

In addition, the law mandates that certain preventive services must be covered without cost-sharing. This includes screenings, vaccines, and wellness visits recommended by national public health agencies. The goal is to encourage early detection and reduce long-term costs by making routine care more accessible.

Finally, the ACA sets a 90-day maximum on waiting periods for employer-sponsored plans. Once an employee is eligible for coverage, the plan cannot delay the start date beyond 90 calendar days, regardless of the employer’s internal onboarding schedule.

These reforms make up the foundation of what the ACA changed—and they’re the most likely to appear in exam scenarios that ask what’s covered, when, and for whom.

Essential Health Benefits (EHBs)

One of the most testable parts of the ACA is the requirement that certain health plans must cover a standardized set of services known as Essential Health Benefits (EHBs). These apply to individual and small group plans, including those offered through the Marketplace. Large group plans are not required to cover all ten EHB categories, but if they do, they may not impose dollar limits on those benefits.

The law defines ten categories of EHBs that must be included:

  1. Ambulatory patient services – outpatient care you receive without being admitted to a hospital
  2. Emergency services – treatment for sudden or life-threatening conditions
  3. Hospitalization – care that requires admission to a hospital, including surgery
  4. Maternity and newborn care – prenatal visits, labor and delivery, and newborn care
  5. Mental health and substance use disorder services – therapy, counseling, and inpatient treatment
  6. Prescription drugs – medications approved by the plan’s formulary
  7. Rehabilitative and habilitative services and devices – therapy and equipment to regain or improve function
  8. Laboratory services – diagnostic tests like blood work and imaging
  9. Preventive and wellness services and chronic disease management – screenings, vaccines, and disease monitoring
  10. Pediatric services, including dental and vision care – care specifically for children

Exams often ask candidates to identify which services are required or to spot a benefit that doesn’t qualify. Knowing all ten categories—especially maternity care, mental health, and preventive services—is key.

Importantly, insurers cannot place annual or lifetime dollar limits on these benefits. Plans can still use cost-sharing (like deductibles or copays), but the dollar cap protections apply once a service is classified as essential.

Employer Mandate (50+ Employees)

The ACA includes rules that apply specifically to employers with 50 or more full-time equivalent employees. These employers are required to offer minimum essential coverage that is considered affordable to their full-time employees and their dependents. If they fail to do so, and at least one employee receives a subsidy through the health insurance Marketplace, the employer may be subject to a tax penalty.

This rule is commonly referred to as the employer shared responsibility provision, but licensing exams often test the specific employee threshold (50) and the conditions that trigger a penalty.

To meet the requirement, the coverage offered must meet two basic tests:

  1. It must be minimum essential coverage, meaning it meets the federal standard for basic health insurance.
  2. It must be affordable, which generally means the employee’s share of the premium for the lowest-cost self-only plan does not exceed a set percentage of their income (adjusted annually).

A full-time employee is generally defined as someone who works at least 30 hours per week or 130 hours per month. Employers must also include part-time hours in their calculation when determining whether they meet the 50-employee threshold (this is where “full-time equivalent” comes into play).

If an employer meets the size threshold but fails to offer qualifying coverage, and a full-time employee qualifies for a premium tax credit on the Marketplace, the employer can be penalized—even if most employees are covered.

This section is often tested through scenario questions, so it’s important to remember the 50-employee threshold and the link between employee subsidies and employer penalties.

Marketplace Plans and Tiers

The ACA created a Health Insurance Marketplace—also called an exchange—where individuals and small businesses can compare and purchase private health plans. Most states use the federal platform at HealthCare.gov, while others run their own exchanges.

Marketplace plans must meet ACA standards, including coverage of essential health benefits and limits on out-of-pocket costs. These plans are grouped into four metal tiers based on how costs are shared between the enrollee and the insurer:

  • Bronze: Lowest monthly premiums, highest out-of-pocket costs
  • Silver: Moderate premiums and cost-sharing
  • Gold: Higher premiums, lower cost-sharing
  • Platinum: Highest premiums, lowest out-of-pocket costs

The tier reflects the plan’s actuarial value, or the percentage of expected health costs the plan will cover. It does not reflect the quality of care or provider access.

Many licensing exams test awareness of subsidies tied to Marketplace enrollment:

  • Advance Premium Tax Credits (APTCs) lower monthly premiums for individuals and families with incomes between 100% and 400% of the federal poverty level.
  • Cost-Sharing Reductions (CSRs) reduce deductibles and copayments for lower-income individuals, but only apply to Silver-tier plans.

To receive either subsidy, an applicant must enroll in a Qualified Health Plan (QHP) through the Marketplace.

Exams may also test rules around nonpayment. If a person receiving a premium tax credit misses a payment, but has already paid at least one full month’s premium, the ACA guarantees a 90-day grace period before the policy can be terminated.

Enrollment Periods: OEP & SEP

The ACA set rules for when individuals can enroll in or change health plans. You need to know the difference between the Open Enrollment Period (OEP) and the Special Enrollment Period (SEP).

The Open Enrollment Period is the standard window each year when anyone can apply for coverage through the Marketplace or an individual health plan. The federal OEP typically runs from November 1 to January 15, but some states set their own timelines. During this period, no special reason is needed to apply.

Outside of open enrollment, a person must qualify for a Special Enrollment Period. This is triggered by certain life events, such as:

  • Losing other health coverage (e.g., job loss, COBRA ending)
  • Marriage or divorce
  • Birth or adoption of a child
  • Moving to a new state or service area

To use a SEP, individuals usually must act within 60 days of the qualifying event. Licensing exams often test this rule by asking what type of event qualifies and how long someone has to enroll.

ACA vs. HIPAA and COBRA

The exam may include questions that require you to distinguish between the ACA, HIPAA, and COBRA. These laws all relate to group and individual health coverage, but they serve different purposes and remain active alongside each other.

The ACA eliminated preexisting condition exclusions for all ages and removed the need for creditable coverage. It also standardized rules for coverage eligibility and essential benefits. In contrast, HIPAA focused on portability, requiring group plans to reduce or waive preexisting exclusions when a person had prior continuous coverage. HIPAA also introduced federal privacy protections, giving individuals rights over how their medical information is used and disclosed.

COBRA provides continuation of group coverage after qualifying events like job loss, divorce, or a dependent aging out. The ACA did not replace COBRA—it simply added more protections for people entering or leaving coverage.

In short:

  • HIPAA = portability + privacy rules
  • ACA = no preexisting condition denial + standardized benefits
  • COBRA = temporary continuation of group coverage

Exams may test these as multiple-choice scenarios or ask which law applies in a given situation.

Lesson Summary

The Affordable Care Act (ACA) expanded access to health insurance and added key consumer protections. It banned preexisting condition exclusions, required dependent coverage to age 26, and mandated guaranteed issue and renewability.

Marketplace plans are offered in four metal tiers and must cover 10 Essential Health Benefits (EHBs) without annual or lifetime dollar limits. Preventive care is free. Subsidies include APTCs (premium help) and CSRs (for Silver-tier plans only).

Large employers (50+ FTEs) must offer affordable coverage or face penalties. Enrollment is allowed during OEP or a SEP triggered by qualifying life events.

For the exam, focus on what the ACA changed:

  • No preexisting condition exclusions
  • Guaranteed issue and renewability
  • Dependent coverage to age 26
  • No annual or lifetime dollar limits on essential health benefits
  • 90-day cap on waiting periods
  • 10 essential health benefits
  • Marketplace plan tiers and subsidies
  • Employers with 50 or more employees must offer affordable coverage

Chapter Vocabulary

Definitions
Advance Premium Tax Credit (APTC)
A subsidy that lowers monthly premiums for eligible individuals who enroll in a Marketplace plan.
Affordable Care Act (ACA)
2010 federal law that expanded health insurance access and established standardized consumer protections.
Cost-Sharing Reduction (CSR)
A subsidy that lowers out-of-pocket costs (like deductibles and copays) for eligible individuals enrolled in Silver-tier Marketplace plans.
Dependent Coverage
ACA requires health plans to cover children on a parent’s plan until age 26.
Essential Health Benefits (EHBs)
Ten required categories of coverage under ACA-compliant individual and small group plans.
Guaranteed Issue
Requirement that insurers must offer policies to any applicant, regardless of health status.
Open Enrollment Period (OEP)
Annual window (Nov 1–Jan 15) when individuals can enroll in a health plan without a qualifying event.
Special Enrollment Period (SEP)
A 60-day window to enroll in coverage triggered by life events like job loss or marriage.

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